Jonathan Heimowitz

Jonathan Heimowitz is the Senior Vice President - Investments at Herold & Lantern Investments, based in Melville, New York. In this leadership role, he provides investment guidance and wealth management solutions to individuals, families, and institutions, contributing to the strategic vision and client-first philosophy of the firm.

With a career spanning over three decades, Jonathan has held senior investment positions at Lantern Investments and Sandgrain Securities, as well as vice president at Morgan Stanley Dean Witter. His professional expertise covers equities, fixed income, and retirement planning, and he has a demonstrated ability in developing comprehensive asset allocation strategies for a diverse clientele.

Jonathan holds a BS in Finance from Touro College. His depth of experience across multiple investment sectors, combined with a strong educational background in finance, has earned him recognition as a trusted advisor and a key contributor to the firm's ongoing success.