Jonathan Penta Joins Empirical Asset Management in Wellesley, Massachusetts

WELLESLEY, MA — Winthrop & Co. is proud to formally announce that Jonathan Penta has joined Empirical Asset Management, an independent registered investment advisor headquartered in Wellesley, Massachusetts.

Jonathan brings roughly two decades of wealth management experience to the move. He spent 12 years at UBS in Wellesley, and before that six years at Morgan Stanley, building deep planning relationships with families, executives, and business owners across MetroWest Boston. His move to Empirical places that experience inside a fully independent RIA structure: fiduciary advice, open-architecture investments, and a firm built around the client relationship rather than a product platform.

The RIA channel has become the fastest-growing destination in wealth management for experienced wirehouse advisors, and moves like Jonathan's show why: the advisor keeps the sophistication of an institutional background while gaining the independence to act purely in the client's interest.

Winthrop & Co. worked with Jonathan through his evaluation and transition, from the initial confidential conversation through his first day. As with every placement, the process was run quietly, on his timeline, and at no cost to him.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.