Jonathan's work in educating the public on investing and personal financial planning has been far-reaching and widely recognized. His 20 prime time public television specials have been critically acclaimed. He has received numerous awards for his work, including the Malcolm Forbes Public Awareness Award for excellence in Advancing Financial Understanding and an Emmy award.
Over 1 million copies of his books have been sold. He is the author of The Personal Financial Planning Handbook, considered the definitive reference for financial professionals. He was educated in the areas of finance and accounting at the University of North Carolina, Emory University, and the Harvard Business School.
Thanks to a gift of shares of stock from his grandmother when he was 11, Jonathan has been active in investing most of his life. In college, he plotted a hostile takeover of one of the largest corporations in the world only to be rebuffed by a lack of funds to launch the takeover — in retrospect a fortuitous impecunious condition.
Through decades of work in the field, Jonathan is uniquely able to provide his clients with experienced and trustworthy investment guidance. He is privileged to work with individuals and families throughout the United States in helping them achieve their financial goals.
Erik W. Thoresen, EVP & COO
Erik is responsible for all aspects of the operations of Jonathan D. Pond, LLC. Erik has nearly 20 years of experience in investment management. Erik works directly with clients to develop and implement strategic investment policy, and provide practical perspective on all aspects of their investment program.
Prior to joining JDP, Erik was the managing member of a boutique asset management firm, and prior to that a Vice President of BNY Mellon in their Private Wealth Management division. Erik is also a former Director of Corporate Development for E*TRADE Financial, and a Country Manager at the U.S. Trade and Development Agency. Erik grew up fishing in the summer with his two grandfathers where he was regaled with investment stories from an early age; falling in love with investing as a result.
A native of Portsmouth, NH, Erik received his B.A. from Syracuse University, and his Master’s in Business Administration from the University of Virginia’s Darden School. He holds the Chartered Financial Analyst® designation and is a member of the Boston Society of Security Analysts. Erik is a Board member for an organization that supports educational initiatives for a Cambridge, MA based public Montessori school.
Nicolé Keane coordinates all client service initiatives for Jonathan D. Pond, LLC. Nicolé brings a rich background of client experience and broad financial and marketing insights to the team.
Nicolé has seven years in the financial services sector, most recently as Director of Client Relations at Winslow Management Company, an environmentally focused asset management firm, where she built relationships with institutional clients - endowments, foundations and pension funds with sustainability mandates. Inspired by portfolio companies finding new ways to re-think consumer habits, Nicolé left Winslow to launch F. Rock, a brand of men’s bags crafted from the waste stream of New England’s top tanneries and suiting manufacturers.
Prior to joining Jonathan D. Pond, LLC, Nicolé consulted for natural foods and consumer products companies. She spent time in the hospitality industry, most recently as Assistant General Manager of Guilia - a James Beard nominated restaurant.
Nicolé holds a B.A. in English Literature from Wellesley College. She has a passion for healthy living and practices yoga. In her spare time she volunteers for Saturday’s Sunday’s Bread. Nicolé is currently pursuing her CFP® certification.
John oversees our investment research and monitoring, portfolio analysis, and preparation of client reports.
Rob is in charge of accounting and bookkeeping.