Broker Check
Jonathan W. Lonske

Jonathan W. Lonske

Managing Partner | Financial Advisor

As a Founding Partner of Windsor Private Wealth, Jonathan Lonske is an experienced financial advisor who leads a team that serves an elite clientele of affluent families and individuals. Jonathan’s primary role on the team is to help clients navigate financial markets by developing investment strategies and reviewing their portfolios. He limits the number of active clients he serves to 100 or less to help ensure each receives the time and attention they need to successfully navigate their financial lives.

Jonathan brings extensive knowledge and experience with financial planning and portfolio management to service his clients, having held senior positions at Morgan Stanley, Citibank-Smith Barney, UBS, Merrill Lynch, and State Street Bank & Trust. In 2013, he was included on Financial Times’ list of Top 400 Financial Advisors in the country, and Forbes named him one of the Best-in-State Wealth Advisors in 2018.

Jonathan holds a BBA, magna cum laude, from the University of Massachusetts, Amherst, and he was named a Massachusetts Commonwealth Scholar. He lives with his wife and two sons in Boston.

Boston Office

125 High Street Suite 220

Boston, MA 02110

These awards are not investment-related or based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions do not ensure that a client or prospective client will experience a higher level of performance or results and are not representative of any client's endorsement or evaluation.