Jonathan Hagelstein, CFA is the Principal and President of Cove Financial Wellness.
After a 20+ year career as a senior finance professional working for the world’s most recognizable institutions such as JP Morgan, Bain Capital, Invesco, and Morgan Stanley, Jonathan created Cove Financial Wellness in 2024.
After many years of informally helping friends and families with their investments and finance questions, Jonathan decided to make his passion his business to help others make empowered financial decisions for better financial health and wellness.
Jonathan earned his CFA Charter in 2007, an MBA from the Gabelli School of Business at Fordham University and a Masters in International Management from ASU Thunderbird.
Jonathan has been quoted in the Wall Street Journal and Kiplinger’s Money Smart Kids.
Cove Financial Wellness 