Jonathan Rosenthal joined Waverly Advisors in November of 2025 as Compliance Manager following the acquisition of select Promus business lines by Waverly Advisors, LLC. Jonathan draws on several years of combined experience encompassing registered investment advisor compliance, in-house legal, securities arbitration, state and federal litigation, and futures trading. Jonathan concentrates on private funds, ERISA plans, and investment advisory agreements and is a licensed attorney in the state of Illinois. He is invigorated by navigating the firm through rugged regulatory landscapes.
Jonathan resides in the greater Chicagoland area with his wife and two children and relishes reading science fiction and playing percussion in his church band.
With the addition of our Promus team, Waverly Advisors gains expanded expertise in Family Office services across traditional and alternative asset classes to the firm. This collaboration strengthens Waverly’s platform for ultra-high-net-worth families while maintaining Promus’ core values of stewardship, integrity, and long-term relationship focus.