Jonathan Sorgio is a graduate of the University of Maine with a Bachelor of Science in Finance. He brings valuable banking experience to the firm, leveraging his strong foundation in financial services and meticulous attention to detail to enhance operational efficiency and support client needs.

In his role, Jonathan assists with both operations and client services, ensuring daily processes run smoothly and clients receive the highest level of support. He is dedicated to delivering responsive service and maintaining the firm’s reputation for excellence.

Originally from Connecticut, Jonathan is passionate about community involvement and actively volunteers. Outside of work, he enjoys playing tennis, sailing, and pursuing new hobbies that fuel his curiosity and personal growth. Jonathan’s commitment to continuous learning and service excellence makes him a vital part of the team.