Taylor Frigon Capital Management Appoints Jonathan Wornick as Head of its San Francisco Wealth Management Office
SAN LUIS OBISPO, Calif., Jan. 26, 2015 /PRNewswire/ -- Taylor Frigon Capital Management, a wealth management firm based in San Luis Obispo, CA, has hired Jonathan Wornick to lead its San Francisco office.
Mr. Wornick will be responsible for introducing ultra high net worth families in Northern California to Taylor Frigon's comprehensive investment and wealth management capabilities.
Previously, Jonathan was a managing partner in a family real estate business. Jonathan is a major leader and contributor to the Bay Area Jewish community and currently serves as the American Israel Public Affairs Committee's (AIPAC) Northern California Campaign Chair. He also leads bi-partisan pro-Israel political fundraising for members of congress. In 2005 he was awarded the Moses and Celia Lesser Young Leadership Award for his contributions to the Jewish Community.
According to Gerry Frigon, Taylor Frigon's President and CIO, "Our firm will certainly benefit from Jonathan's years of business and community involvement in the San Francisco region."
Jonathan studied Political Science at Boston University and is a graduate of the Wexner Heritage Program.
He and his wife Cristina reside in Lafayette, California with their two sons. He is passionate about family, Israel, politics, history, art, architecture, and mega-yachts.
About Taylor Frigon Capital Management
With its roots dating back to 1988, Taylor Frigon is a respected leader in wealth planning and investment management based on the Central Coast. The firm's strategy is long-term focused investments in undervalued companies, including several Israel-based businesses. In addition to investment strategies, the firm offers comprehensive wealth planning and concierge services.
For immediate release please contact Karen Frigon, [email protected]
SOURCE Taylor Frigon Capital Management
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