Jonathan Dunham is a Client Service Associate at Daintree Advisors, joining the firm in June of 2016. Jon works with clients to provide comprehensive financial planning and investment management services.
Jon attended the University of New Hampshire where he graduated with a B.S. in Business Administration. Prior to joining Daintree he earned a Master of Science in Financial Planning (MSFP) from the McCallum Graduate School of Business at Bentley University. He passed the CERTIFIED FINANCIAL PLANNERTM exam in March 2018 and is currently working towards obtaining the CERTIFIED FINANCIAL PLANNERTM certification.
Jon and his fiancée live in Norwood. In his free time he enjoys golf, softball and craft beer.