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About
Jonathan Saklad is a Reporting Analyst at Verdence Capital Advisors in Hunt Valley, Maryland, where he is responsible for delivering detailed investment reporting and supporting the firm's wealth management functions. In this capacity, he leverages strong skills in accountability and data analysis to provide clients and advisors with actionable insights about portfolio performance and market developments. While his role is primarily focused on investment reporting and operations, he maintains a keen interest in broad financial markets and works closely with teams managing multi-asset portfolios.
Before joining Verdence, Jonathan contributed as an International Business Consultant for Sini Chai, helping launch a café chain in Nairobi, Kenya, and previously served as an Operations Consultant at Wake Forest University. His exposure to international business and operational consulting provides a strong foundation for understanding diverse investment opportunities and supporting high-net-worth client needs.
Jonathan holds a Bachelor of Arts in Economics with a minor in Entrepreneurship from Wake Forest University, where he also consistently achieved academic distinction as a member of the ACC Academic Honor Roll and served as a defensive end on the university's football team. His expertise spans investment reporting, economic analysis, and project management, positioning him as a versatile professional within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verdence Capital Advisors | Analyst | Jul 2024 to Present | — |
| Sini Chai | International Business Consultant Internship | Jun 2023 to Aug 2023 | — |
| Wake Forest University | Operations Consultant | Jan 2022 to Jan 2023 | — |
| Wake Forest University | Student Athlete | Jan 2020 to Jan 2023 | — |
Education
Wake Forest University
Bachelor of Arts - BA, Economics
2020 — 2023
St. Paul's School
2016 — 2019
Cardigan Mountain School
Skills & Expertise
Others at Verdence Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner | Lutherville-Timonium, MD , United States | |
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States |
N Nicholas Schiavone | Analyst | Perry Hall, MD , United States |
| Partner | Cockeysville, MD , United States | |
| Analyst | Naples, FL , United States |
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| Portfolio Manager | Cornerstone Advisory, LLC | Cockeysville, MD , United States | |
A Andrew Schenker | Chief Investment Officer | Heritage Investors Management Corp. | Bethesda, MD , United States |
| Portfolio Manager | Heritage Investors Management Corp. | Bethesda, MD , United States |