People Moves

Boutique US Wealth Manager Appoints Head Of San Francisco Office

Amisha Mehta Reporter January 27, 2015

Boutique US Wealth Manager Appoints Head Of San Francisco Office

Taylor Frigon Capital Management has hired Jonathan Wornick to lead its San Francisco wealth management office.

Taylor Frigon Capital Management has hired Jonathan Wornick to lead its San Francisco wealth management office.

He joins the firm, based in San Luis Obispo, CA, from a family real estate business where he was managing partner.

In his new capacity, Wornick will cover ultra-high net worth families in Northern California, introducing them to the firm's array of wealth planning, investment strategies and concierge services.

Wornick currently serves as the American Israel Public Affairs Committee's Northern California campaign chair and also leads bi-partisan pro-Israel political fundraising for congress members. 

"Our firm will certainly benefit from Jonathan's years of business and community involvement in the San Francisco region," said Taylor Frigon's president and CIO, Gerry Frigon.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes