Jonathan Camarda

Steve Schwerin

Jonathan Camarda has been specializing in building and preserving wealth for families and businesses since 1993.  His experience in the areas of portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, along with technical and fundamental analysis has allowed Jonathan to be the proverbial wealth management  ‘quarterback’ for his clients and their financial teams (CPA’s, Attorneys, Real Estate Professionals).
Jonathan’s expertise is the result of ongoing education in the financial industry:
B.A. Finance/Risk Management,Florida State University, 1993
College of Financial Planning, 1996-1998
CFS Certified Fund Specialist, 2002
BCM Board Certified in Mutual Funds, 2002
CFC Chartered Financial Consultant, 2007
CFP Certified Financial Planner, 2010
CLU Chartered Life Underwriter, 2012
CMT Chartered Market Technician, 2012
CPWA Certified Private Wealth Advisor 
CNE Certified Negotiation Expert, 2016
CHP Certified Hedge Fund Professional, 2016
CFA Chartered Financial Analyst,Level 1 (Level 2 in progress)
CAIA Chartered Alternative Investment Analyst,Level 1 (Level 2 in progress)
Jonathan lives in Ocala with his wife, Deborah and their two beautiful daughters, Amber and Ashlyn.  When he isn’t pursuing excellence for his clients Jonathan enjoys spending time with his family, cross fit, cycling and watching football