Leadership
The Collaborative Capital team comprises a diverse group of seasoned professionals, spanning investment management, tax and estate planning, philanthropy, and lifestyle strategy. Our collective experience across disciplines and industries allows us to navigate complexity, identify opportunity, and deliver holistic solutions tailored to each family's goals.
Executive officers
Founder and Co-Chief Executive Officer
As Founder and Co-Chief Executive Officer of Collaborative Capital Advisors, Nathan brings his proven leadership, business-building acumen, deep experience, and results-oriented commitment to each client relationship.
Founder and Co-Chief Executive Officer
Jonathan is an accomplished leader in wealth management with nearly 30 years of experience exclusively advising ultra-high-net-worth families. He shares management of the firm’s growth and strategic initiatives, and oversees its investment advisory division, ensuring bespoke, insightful guidance and white glove service tailored to each client’s unique financial needs.
Chief Investment Officer
As Chief Investment Officer, Michael leads the firm’s investment activities, the development of its investment team, policies and procedures, and the continued buildout of its investment platform.
Chief Operating Officer
As COO, Jamie oversees firmwide execution,
organizational discipline and scalable growth, building and maintaining the systems, structure
and momentum that power the firm’s long-term success. He is also responsible for the firm’s non-investment functions, including operations, legal, compliance, finance and HR.
