Jonathan Lachowitz is a Certified Financial Planner (CFPR) professional and investment advisor in both the USA and Switzerland. He founded White Lighthouse Investment Management in 2006 and maintains offices in Lausanne, Switzerland and outside of Boston, MA. His US company is a registered investment advisory firm, registered with the US Securities and Exchange Commission. Jonathan works with many multi-national clients for investment management and personal financial planning. Jonathan is specialized in working with Americans overseas and non US persons investing in the US and the unique tax and financial challenges they face.
Jonathan currently writes on personal finance topics for the Wall Street Journal on their Expat blog.
Jonathan is on the board of directors of the Swiss Financial Planning Organization and American Citizens Abroad and teaches occasionally at IMD in Switzerland. Prior to starting his company, Jonathan worked for Tetra Laval International, IMD and Ingersoll-Rand. He has an MBA in Finance and Marketing from New York University's Stern School of Business.