Financial Expert: Jonathan Galvis

Jonathan A. Galvis, CAIA, CFA®

Director of Portfolio Management

404 253 7686
404 253 7687

My Net Worthwhile® is managing clients’ investments to help maximize their Net Worthwhile®.

Jonathan’s passion lies at the intersection of capital markets and personal finance. He enjoys learning about new investments, tools and strategies to maximize the impact of clients’ assets on their goals. As director of portfolio management, Jonathan leads a team of highly skilled professionals while strategically collaborating with other teams to implement best-in-class processes. 

Before joining SignatureFD, Jonathan worked in the technology sector, gaining expertise in operations, project management, and compliance processes. He earned his bachelor’s in business administration in both Finance and Managerial Sciences from Georgia State University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designation.

Jonathan supports the Latino Community by employing his expertise as a member of the Latin American Association’s finance and investment committees. He is also a member of the CFA Society Atlanta.

CFA® is a registered trademark owned by CFA Institute.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.