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Jonathan Citrin

Founder & CCO

Jonathan Citrin is founder of investment counselor CitrinGroup and an international speaker on markets and financial theory. Jonathan Citrin founded CitrinGroup in 2003.

Mr. Citrin received his B.A. from Tulane University and his M.A. from New York University. Before entering the investment industry, he worked as an educator in both New York and Texas.

Prior to forming CitrinGroup, Mr. Citrin managed investment portfolios at Morgan Stanley and Morgan Stanley Dean Witter.

Mr. Citrin differentiated himself by managing portfolios through history not product. He understood that going against the grain in today’s financial industry is what yields better opportunity for all. Combining his passions of education and finance, Mr. Citrin has written, spoken, and taught for many years. He is often quoted in media sources for his insight on numerous financial, economic, entrepreneurial, and investment related topics. Mr. Citrin not only offers guidance in an enlightening sense, his presentations invoke financial curiosity leaving his audiences motivated and excited for more. His appetite to encourage and educate for a better financial future is contagious.