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.
As Chief Operating Officer of Collaborative Capital Advisors, Charles oversees the firm’s operations and technology, ensuring the firm’s sophisticated operational and technical platform continues to enable the bespoke financial solutions we deliver for every client.
Advisory board
Senior Advisor, Apollo Global Management President, Elysium Management
Former Founder and CEO of Basso Capital Management
Managing Partner and Chief Investment Officer at York Capital Management
Former Managing Director at Goldman Sachs
Former Global Co-Portfolio Manager, Distressed Opportunities Funds at Oaktree Capital Management
Managing Director, Investments at a large leading single-family office