Managing Partner

Jonathan Steele, CFA®

As Chief Investment Officer, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A Chartered Financial Analyst® and a member of the CFA Institute, he has been dedicated to his career for more than 20 years – in addition to being dedicated to his wife for over 15 years! His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.

Passionate about music, Jonathan has served on the advisory boards of Bard Music West and Vanguard Music and Performing Arts. He also enjoys spending time outdoors riding his bike(s) – on the road or on the trails – stopping only to refuel with a jar of homemade peanut butter.

In addition to supporting the local arts and performance community, Jonathan values his time spent mentoring students in finance, music, technology, and engineering. Together with his wife Julie, he also supports the local senior dog rescue, Muttville, and the SF SPCA.