Jonathan Lederer, CFA
Director, Wealth Management
Get in touch with Jonathan
Jonathan Lederer is Director, Wealth Management at Mission Creek Capital Partners, Inc. Mr. Lederer has over two-decades of financial advisory and investment management experience.
Previously, Jonathan was a Portfolio Manager with U.S. Bank Wealth Management where he managed over $200 million in assets on behalf of individuals, families and trusts. He also previously served as Senior Investment Strategist with Wells Fargo Private Bank.
Formerly, Jonathan founded Lederer Private Wealth Management. Mr. Lederer also served as a financial advisor with Morgan Stanley and as an investment banking analyst with Bank of America Merrill Lynch.
Jonathan is a holder of the Chartered Financial Analyst (CFA) designation and previously served as the President of the CFA Society of Sacramento. Mr. Lederer is a board member of the Sacramento Region Community Foundation and the FUTURE Foundation of Sacramento.
Jonathan received his M.B.A. in Finance and Corporate Strategy from the University of Michigan’s Ross School of Business and his B.A. in Political Science from the University of California, Berkeley, where he was a member of the intercollegiate golf team.