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PARTNER PROFILES

Veritable’s Partners represent widely diverse backgrounds—from financial analysis, to the law, to engineering—but share a fundamental commitment to service, innovation and entrepreneurship.

JONATHAN D. SCOTT

Jonathan created the Family Wealth Management business at PNC Bank in 1993 and was instrumental in PNC’s acquisition of Stolper & Co. in 1997. He was a co-managing director of the combined organizations until PNC sold the practice to management in 2004, resulting in the creation of Veritable. Earlier in his career, Jonathan held senior positions in the investment and trust division of PNC where he specialized in the management and valuation of closely held businesses. He serves as the Treasurer and is a trustee for The National Recreation Foundation and as a Director of The Finance Company of Pennsylvania, a closely held investment company. Jonathan holds a B.A. from Hampshire College, where he now serves as a member of the Board of Trustees.

Timothy Alles Jeffrey Beachell David Belej Darren Bramen Regina DiFelice Patrick Dougherty Charles Keates Courtney Mills Sonia Florio Peterson Ari Pontz Kenneth Rowles Brett Rubinson Jonathan Scott John Scuteri Robert Stetson Michael Stolper Matthew Taylor Richard Tregerman Jared Weiner

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