Our Team

Jonathan Pond
Jonathan Pond is considered a pioneer in bringing personalized money guidance directly to American households. His work in educating the public on financial matters has been far-reaching and his ability to translate complex financial topics into clear conversations, has made him widely recognized across the media. For decades, Jonathan has provided our clients with this same experienced, trustworthy, and sensible investment guidance. He is privileged to work with generations of individuals and families throughout the United States to help them achieve their personal financial goals.

Jonathan has been regularly sought as an objective and entertaining observer of the investing and personal financial planning worlds. During his career, Jonathan’s 21 public television specials have been critically acclaimed for their unique, approachable (often humorous) style, as well as their effectiveness in providing practical investment advice to people of all financial circumstances. He has made regular appearances on all national network and cable television outlets, including over 50 appearances on the NBC Today Show, as well as public radio stations across the country. Jonathan has lectured in 48 states and numerous countries to individuals, groups, academics, and professionals of all backgrounds. He is the recipient of over 20 national awards for excellence in his television and radio work, and he was the first Financial Ambassador at AARP. His awards include the Malcolm Forbes Public Awareness Award for Excellence in Advancing Financial Understanding and an Emmy® award.

Jonathan co-authors The Personal Financial Planning Handbook (Thomson Reuters), a definitive resource for financial planners and investment advisors, and has published numerous books throughout his career. He has received accolades as an outstanding author by The American Society of Association Executives, the Newsletter Writers Association, and the Library Journal,. Over one million copies of his books have been sold.

Numerous organizations have consulted with Jonathan on the topics of wealth management, the effect of disruptive technologies on career paths and financial wellbeing, the economic impact of an aging population, and the challenges confronting individuals and families in achieving financial security in today’s world.

Jonathan’s interest in investing was kindled by a stock gift from his grandmother when he was 11 years old. He learned a couple of enduring lessons early on. First, grandma’s gift was dissipated in a couple of weeks, due to his first and last foray into short selling. Nearly a decade later, in college, he plotted a hostile takeover of General Motors only to be rebuffed by a severe lack of funds necessary to launch the buyout. In retrospect, his impecunity was a blessing.

Although, today, Jonathan often says that the key to financial success is never taking financial responsibility for anything that eats, Jonathan doesn't always practice what he preaches. He has raised three daughters and resides in a Boston suburb with his wife and one disobedient dog. He was educated at the University of North Carolina, Emory University, and Harvard University.

Nicolé Keane, CFP®
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nicolé Keane works intimately with multi-generational clients at all stages of their wealth-building and retirement years to assess big life decisions and the steps needed to achieve their goals. She has a passion for charitable giving and crafting gifting strategies to meet each client’s personal, familial, and estate-planning goals. Nicolé believes that financial knowledge should be intelligible and attainable for all. She co-authors Personal Financial Planning Handbook, published by Thompson Reuters, is a regular contributor to Ponderings, Jonathan D. Pond, LLC’s weekly blog, and was associate producer for Safe Money in Tough Times, a 2021 public television special.

Nicolé brings a rich background of client experience and broad financial insights to the team. She has spent 15 years in the financial services sector. As Director of Client Relations for Institution Products at Winslow Management Company (an ESG focused asset manager acquired by Brown Investment Advisory & Trust), she built relationships with endowments, foundations, and pension funds with sustainability mandates and was instrumental in the launch of a long/short beta fund with an environmental focus. She has held the FINRA Series 7 and Series 63 licenses.

Inspired by companies finding new ways to rethink consumer habits, Nicolé left Winslow and founded F. Rock – a sustainable accessories company that utilized the waste stream of New England’s top tanneries and suit makers to manufacture men’s bags in Massachusetts factories. Prior to joining Jonathan D. Pond, LLC, Nicolé consulted for natural foods and consumer product companies, where she developed product lines, guerilla marketing strategies, and branding initiatives across multiple channels.

Nicolé is a CFP® professional and member of the Boston chapter of the FPA (Financial Planning Association). She holds a B.A. in English Literature from Wellesley College and completed the Financial Planning Certificate Program at Boston University. In her spare time, Nicolé can be found in Maine, volunteering in her Boston neighborhood, and whipping up new culinary creations.

John Annino
John Annino oversees all back-office operations for Jonathan D. Pond, LLC. He maintains our interfaces with a multitude of brokerage houses and client custodians, ensuring they work in unison. John provides our team with a timely look at client portfolios. He conducts rigorous investment research and portfolio analysis for client investment models, monitors trades, transfers, and cash flows, and prepares all financial reports and management fees for advisory clients.

In his free time, John can be found in a warmer climate fostering his interests in photography, history, flora, and the obscure.

Robert Wright
Rob fulfills the role of manager of business finances for Jonathan D. Pond, LLC. In that capacity, he is responsible for all business accounting and bookkeeping functions, including vendor payments, HR administration, and tracking of client advisory fees.

Rob has been associated with Jonathan Pond for over 20 years. He is the owner of Fenway Financial Consultants and maintains long-term relationships with a number of clients which he serves in a similar capacity.