Jonathan I. Shenkman is the President & Chief Investment Officer of ParkBridge Wealth Management. In this role I act in a fiduciary capacity to help my clients achieve their financial goals. He has been writing about retirement planning for Forbes since 2019. Jonathan has spent his entire career in the investment business. Prior to launching ParkBridge he was was Director of investments at Oppenheimer & Co. Inc. where he oversaw investment due diligence, portfolio management, and financial planning on behalf of my institutional and retail clients. He also spent time at both Morgan Stanley and Merrill Lynch. Jonathan is the recipient of the 2018 Rising Star award through Trust & Estates and serves as a Wall Street Journal Expert Panelist. Jonathan is a prolific writer and content creator on personal finance topics which can be followed on LinkedIn or @JonathanOnMoney.