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Jonathan joined the RMWC team in 2023 as the Managing Director of Finance. He comes from Brookfield Asset Management after serving as Senior Vice President in Brookfield’s Real Estate Group managing assets in the Alternatives Real Estate sector. While there, he directed business decisions for assets held in the portfolio company bought from Lehman Brothers, including advising on strategies, capital investments and monetization to optimize returns, which outperformed expectations. He also co-led the asset management team for Brookfield’s initial foray into senior housing.
Before transitioning to Brookfield, Jonathan was the Senior Vice President of Global Real Estate Finance and Operations of Lehman Brothers Holdings Inc. for nine years where hebuilt and led the real estate finance and operations team to support the management and ultimate monetization of Lehman’s global real estate business post-bankruptcy. Prior to that role, he led the finance team for five years at Lehman Brothers Inc, as Senior Vice President and Global Real Estate CFO supporting a $65 billion commercial real estate portfolio. Known as a relationship builder, he forged a partnership with the investments team to engage in insightful discussions to appropriately value real estate assets in Lehman’s books and records.
Jonathan’s career started in public accounting and, while at Kenneth Leventhal, which was subsequently acquired by EY, he was an integral part of many audit teams. He also worked in the financial advisory practice and, most notably, directed the due diligence and valuation process for the Resolution Trust Corporation’s first two groundbreaking non-performing commercial mortgage securitizations.
He brings strong real estate knowledge gained over 35 years, accounting skills and management capabilities honed in industry-leading financial services firms, offering solutions to challenges. He holds a Bachelor of Science in Accounting from Binghamton University.