Jonathan McEvoy-Zeballos

Jonathan McEvoy is a Wealth Management master's candidate at the Columbia University School of Professional Studies.

Jonathan comes to SPS after 7 years as an experienced investment professional with an emphasis in business development, marketing, financial analysis, and strategy. In his current role, he is the Executive Director and Principal at Serenity Investment Advisors, a fast-growing wealth management firm of partners, with a broad and deep perspective on high-net-worth individuals’ wealth and financial well-being.

Prior to joining Serenity Investment advisors, he was the Vice President of Mergers and Acquisitions at Robertson Stephens where he lead the firm’s efforts on the east coast, doubling the size of the firm each year. In addition, he spent 5 years at Kingsview Wealth Management as Managing Director a nationwide Registered Investment Advisory firm. He focused on practice management, developing high-quality client service models, and spent time working closely with the firm’s Investment Management Division.

He has always been driven by the desire to help what he has coined HENRYs (High Earners Not Rich Yet). He believes that the clients who need the most guidance are often the most underserved, something he hopes to change.

Jonathan is eager to continue his personal and professional growth and looks forward to collaborating with the broader SPS community.