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Jonathan Taporco, CFA

Jonathan Taporco, CFA

Investment Consultant

Jonathan Taporco* is an Investment Consultant at Alliant Retirement Consulting, he is an expert in working with plan sponsors to create and manage portfolios associated with defined contribution and defined benefit plans, as well as employee and plan sponsor education.

He started his career in finance as a broker at Morgan Stanley in Greenwich, Connecticut and has over thirteen years of financial industry experience with portfolio design, insurance planning, wealth management, and estate planning.

Prior to joining Alliant Retirement Consulting he was a Plan Consultant at NFP Retirement, Inc. During his tenure at NFP Retirement, Jonathan ran operations and analytics for the New York City office and played a large role in growing the book of business from $300mm in AUM to over $2.5 billion in AUM working primarily with hedge funds, private equity firms, and investment banks.

 

*Jonathan Taporco is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jonathan is no way related to Cetera Advisor Networks LLC or its registered representatives.