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Jonathan Saklad

Jonathan Saklad

Analyst at Verdence Capital Advisors LLC

Cockeysville, MD , United States

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

OrganizationRoleDate RangeDetails
Verdence Capital AdvisorsAnalystJul 2024 to Present
Sini ChaiInternational Business Consultant InternshipJun 2023 to Aug 2023
Wake Forest UniversityOperations ConsultantJan 2022 to Jan 2023
Wake Forest UniversityStudent AthleteJan 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

Easily Adaptable
Critical Thinking
Teamwork
Competitive Personality
Computer Literacy
Attention to Detail
Time Management
Interpersonal Skills
College Football

Others at Verdence Capital Advisors LLC (5)

NameRoleLocation
Brian Sabo
Brian Sabo
PartnerLutherville-Timonium, MD , United States
M
Meg Sheil-Puopolo
PartnerBaltimore, MD , United States
N
Nicholas Schiavone
AnalystPerry Hall, MD , United States
Rich Rosa
Rich Rosa
PartnerCockeysville, MD , United States
Andrew Wright
Andrew Wright
AnalystNaples, FL , United States

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