For generations of discerning families, we provide carefully tailored wealth strategies and thoughtful advice. Our mission is simple: To preserve your legacy and forge enduring prosperity for your family.
Your Financial Life | Crafted with Precision and Care
We uphold absolute confidentiality. Every conversation and all client information is treated with the strictest discretion and protected with unwavering integrity.
While delivering strong financial performance is central to our mission, we define ultimate success as seeing your established purpose fulfilled and your family flourishing with increasing cohesion.
We select partners and investments exclusively in pursuit of your best interests, free from any conflict. Your success determines our success.
In placing your interests above all others, we honor our commitments with accuracy and loyalty. In our dedication to you, your trust becomes our most cherished and privileged asset.
With more than two decades of experience across capital markets, private equity, wealth management, and entrepreneurship, Jonathan brings an uncommon breadth and depth to the stewardship of exceptional family wealth. His passion lies in identifying the exact challenges confronting clients and their families, then constructing tailored strategies that address particular circumstances with precision and foresight.
Jonathan specializes in serving multigenerational entrepreneurial families, taking a hands-on approach to designing business succession and transition plans, evaluating public and private investment opportunities, and ensuring that every decision advances both financial objectives and the broader family purpose. He is equally committed to the intergenerational transfer of character, while actively guiding children and grandchildren in financial acumen, and instilling a clear understanding of the intended stewardship of family assets.
A Certified Private Wealth Advisor® (CPWA®) designee through the Yale School of Management, Jonathan also holds designations as a Certified Exit Planning Advisor (CEPA®) and is Certified in Blockchain and Digital Assets (CBDA®). His professional excellence has been consistently recognized by Forbes-Shook, beginning with the Next-Gen Best-In-State Wealth Advisors list in 2019 and continuing with repeated inclusion on the Forbes-Shook Best-In-State Wealth Advisors ranking.
Prior to founding Advocate Wealth, Jonathan served for 12 years as a Partner in a local investment manager. Further, Jonathan served as Vice President in Citigroup's investment banking division, where he provided corporate bond trading coverage to 60 institutional clients representing over $1 trillion in investable assets. He has also founded, acquired, and divested closely held businesses, and has held roles in private equity and venture capital—bringing earned, practical knowledge of entrepreneurship, investment banking, and alternative investments to every client relationship. His professional excellence has been consistently recognized by Forbes-Shook, beginning with the Next-Gen Best-In-State Wealth Advisors list in 2019 and continuing through 2025 with repeated inclusion on the Forbes-Shook Best-In-State Wealth Advisors ranking.
Jonathan received an MBA from the William E. Simon Graduate School of Business at the University of Rochester and a BS from SUNY New Paltz, where he graduated with honors and served as Student Body President.
Jonathan is an active member of the Buffalo community and currently serves as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved.
Julianna Zin serves as Partner and Director of Client Relationships at Advocate Wealth, where she shapes the firm's operational strategy and sets the standard for exceptional client experience.
Her career in wealth management has been defined by a dedication to serving high-net-worth individuals and families. She has developed deep expertise in portfolio implementation, account administration, custodial oversight, and client communications—skills rooted in meticulous execution and unwavering attention to detail. A Buffalo State graduate in hospitality and management with a 3.94 grade point average, Julianna seamlessly blends the artistry of white-glove service with precise operational discipline, a distinctive combination that elevates her contributions.
In 2026, Julianna joined forces with Jonathan, her trusted colleague, to co-found Advocate Wealth. As Director of Client Relationships, she oversees the firm's operational workflows, technology integrations, and service standards. Her primary focus is to ensure that operational excellence underpins every client relationship, delivering a seamless, highly personalized experience in which needs are anticipated, communication flows effortlessly, and every detail is managed with intention and care.
Julianna is currently pursuing the Certified Financial Planner designation, underscoring her ongoing commitment to professional excellence and superior client service.
She resides in Western New York with her husband, Kai.
With more than two decades of experience across capital markets, private equity, wealth management, and entrepreneurship, Jonathan brings an uncommon breadth and depth to the stewardship of exceptional family wealth. His passion lies in identifying the exact challenges confronting clients and their families, then constructing tailored strategies that address particular circumstances with precision and foresight.
Jonathan specializes in serving multigenerational entrepreneurial families, taking a hands-on approach to designing business succession and transition plans, evaluating public and private investment opportunities, and ensuring that every decision advances both financial objectives and the broader family purpose. He is equally committed to the intergenerational transfer of character, while actively guiding children and grandchildren in financial acumen, and instilling a clear understanding of the intended stewardship of family assets.
A Certified Private Wealth Advisor® (CPWA®) designee through the Yale School of Management, Jonathan also holds designations as a Certified Exit Planning Advisor (CEPA®) and is Certified in Blockchain and Digital Assets (CBDA®). His professional excellence has been consistently recognized by Forbes-Shook, beginning with the Next-Gen Best-In-State Wealth Advisors list in 2019 and continuing with repeated inclusion on the Forbes-Shook Best-In-State Wealth Advisors ranking.
Prior to founding Advocate Wealth, Jonathan served for 12 years as a Partner in a local investment manager. Further, Jonathan served as Vice President in Citigroup's investment banking division, where he provided corporate bond trading coverage to 60 institutional clients representing over $1 trillion in investable assets. He has also founded, acquired, and divested closely held businesses, and has held roles in private equity and venture capital—bringing earned, practical knowledge of entrepreneurship, investment banking, and alternative investments to every client relationship. His professional excellence has been consistently recognized by Forbes-Shook, beginning with the Next-Gen Best-In-State Wealth Advisors list in 2019 and continuing through 2025 with repeated inclusion on the Forbes-Shook Best-In-State Wealth Advisors ranking.
Jonathan received an MBA from the William E. Simon Graduate School of Business at the University of Rochester and a BS from SUNY New Paltz, where he graduated with honors and served as Student Body President.
Jonathan is an active member of the Buffalo community and currently serves as a board member of the Buffalo AKG Art Museum, The BISON Children's Scholarship Fund, and The So Loved.
We believe enduring relationships are built on shared values and purpose. Advocate Wealth selectively partners with families who share the principles that define our team. If you believe that we would be a natural fit, we welcome the opportunity to begin a conversation with you and your family.