Jonathan Walsh, CFA
Chief Compliance Officer
Jonathan joined SCS Financial in 2010. He has over 16 years of investment compliance experience with investment advisors and broker/dealers. In his role he is responsible for designing the firm’s compliance policies and procedures and overseeing the implementation of the firm’s compliance program. Prior to joining SCS, Jonathan held various positions at Commonwealth Financial Network, LPL Financial, and Raymond James. Jonathan holds a Bachelor’s degree in Economics and a Master of Science degree in Management from the University of Florida. Jonathan is a CFA Charterholder and a member of the CFA Society Boston.