SIT ON THE SAME SIDE OF THE TABLE
As a portfolio manager for over four decades, Jonathan brings a broad, well-rounded and analytical perspective to wealth management informed largely by macroeconomic principles. He thoughtfully navigates current events to provide meaningful context for clients as it relates to their financial picture and their goals of living enriched lives.
Jonathan’s primary role at Oxler is customized portfolio management. His career began in 1975 at White Weld and Co., in New York City. In the 11 years following, he served as senior vice president at EF Hutton, managing the investment portfolios of ultra-high-net-worth individuals and families. At EF Hutton, he co-founded the Executive and Corporate Services Department catering to founders, officers and directors of publicly traded companies. For the following 32 years, Jonathan served as managing director and senior portfolio manager at Oppenheimer and Co. Inc. and its predecessor company.
Born in Israel, Jonathan spent his middle and high school years in London, England. He served 3 years (1965-1968) in the Israel Defense Forces (IDF) and then returned to London to earn a BSc in economics from Queen Mary College, London University. He has held a Series 7 and currently holds series 63 and 65 security licenses.
Jonathan is passionate about history, current events, science and art. Over the years, he has traveled extensively in Europe and Asia, and speaks four languages. A long-standing member of the Amateur Astronomers Association, New York City, he is also a member of the American Fellows at the Whitney Museum and founding member of the Frost Museum of Science, Miami. Forever curious about history and his family tree, Jonathan maintains meaningful connections with generations of family living across the world. He has two daughters and four grandchildren.
Jonathan works side by side with his son-in-law, Masa, and daughter Jessica.
Masa’s primary responsibility is customized wealth and portfolio management. He oversees client portfolios and their asset allocations, and guides clients through comprehensive financial and estate planning strategies, working closely with their other trusted advisors.
Empathic and patient, Masa thrives on spending time with clients to develop a deep understanding of their lives and what is important to them. Thoughtful listening helps Masa to align his advice with his clients’ aspirations and values. His strong sense of discipline supports clients on their path to achieving their goals and to living enriched, fulfilling lives. He also has a special interest in guiding and educating second- and third-generation clients.
Masa pulls from his broad experience of more than two decades in investment banking, wealth management and small business development to help clients navigate through all aspects of their financial lives. Prior to Oxler, Masa was Senior Director of the Private Client Division at Oppenheimer & Co. Inc. Earlier he was senior vice president of Sales and Marketing for Acolyte Technologies Corp.; a Financial Advisor at Citi Smith Barney; Investment Banking Associate at CIBC Oppenheimer Corp.; and Financial Analyst for the Debt Capital Markets division of Goldman, Sachs & Co.
Masa received a BS in biology from Duke University and is a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA is an advanced professional certification and education program for advisors who serve high-net-worth clients. CPWA designees have met certain experience requirements, successfully completed coursework in advanced wealth management at the University of Chicago Booth School of Business, and have passed a comprehensive examination covering asset protection, executive compensation plans, stock options, tax-efficient portfolios and business, retirement, charitable, tax and estate planning. The designation requires ongoing continuing education credits to maintain the certification and to stay abreast of the latest trends, strategies, and laws in order to serve clients with the most sophisticated wealth management knowledge possible. Masa has held a Series 7 and currently holds a series 66 license.
Masa can be found training for a marathon, practicing yoga, meditating or cooking meals for his family. As a former equestrian, he maintains his love for horses and the countryside. He lives with his wife, Lisa, their two daughters and their dog, Paco, in New York City.
Masa works side by side with his father-in-law, Jonathan, and sister-in-law, Jessica.
Jessica is the quintessential communicator. She is highly sociable and prides herself on being relatable and approachable. She hears what her clients say and anticipates their needs even if they themselves struggle to communicate. Jessica is also grounded, goal-oriented, methodical and strategic, a combination of professional attributes that support her well in fulfilling her responsibilities in relationship development and financial planning at Oxler.
While Jessica is a relative newcomer to the financial world, she is not new to the role of collaborating and guiding clients in reaching their goals. For the better part of the past 15 years, she spent her time as an entrepreneur and a creative director for high-end textile businesses. In her positions, she brought relevant, thoughtful and fresh ideas and product to market to inspire clients and invigorate their projects. So much of her role was about clear and articulate communication, organized project management, understanding goals and expectations, expertly understanding the product and ultimately delivering on promises. She guided clients to realize a creative vision managing the project from both a technical and relationship standpoint from inception to completion.
Before joining Oxler, she was creative director of Glenn Carpet as well as founder of Sprung & Rich, a made-to-order rug company for high-net-worth individuals and families. She also co-founded Artworks, a volunteer-run organization focused on delivering arts education programs to women and children displaced by poverty and violence in New York City. Earlier, she was program director of Oyster Arts, an arts education organization serving displaced women and children. She received a BFA in fiber arts and printmaking from the University of Michigan and followed her BFA with an associates degree in textile and surface design from the Fashion Institute of Technology in New York City. Jessica also holds a Series 65 license and is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation.
Jessica is a board member of Eckford Street Studio, a community art studio providing visual arts instruction to children and families of North Brooklyn. She enjoys creative time making art, New York City brunches, live music and movies. A perfect weekend might include exercise, a museum visit, time spent in the park with family and gathering with friends, from camp, college and childhood. She lives with her husband, Ryan, and their two children, in New York City.
Jessica works side by side with her father, Jonathan, and brother-in-law, Masa.
As Oxler’s director of client service, Linda is driven when finding solutions for clients and is adept at navigating a complex and dynamic operations landscape. With more than 20 years’ experience in private wealth, Linda brings a broad skill set to her role in supporting the distinct needs of each client. Overseeing the day-to-day aspects of our practice, Linda is an integral part of the Oxler team.
Before joining Oxler, Linda was a senior financial associate at Oppenheimer & Co, a senior registered associate with Morgan Stanley, a registered associate at Bear Stearns and a registered client service associate at Cohmad Securities. She received a BA in finance from Bernard Baruch College.
Linda lives in Pleasantville, New York, with her husband, Joseph, their daughter and their dog, Milo. You can find Linda with her family enjoying the great outdoors, volunteering in their community, watching a football game together with friends or cheering for her favorite tennis players during a grand slam.