Jonathan Burgess
Investment Manager

Jonathan Burgess is an Investment Manager for Heritage Advisors. Jonathan joined the company in 2023, bringing more than a decade of experience in advisory and international banking for individuals and corporates.

Before joining Heritage Advisors, Jonathan was an Investment Advisor at Credit Suisse AG, providing strategic guidance to single-family offices and corporate clients across the Middle East and India.

Jonathan spent 10 years with Credit Suisse in London, Zurich, and Dubai, where he was responsible for overseeing and executing a range of high-value transactions and managing over US$1 billion in AUM. His work spanned all pillars of banking, including investment management, corporate advisory, and private banking.

Jonathan holds an MBA from London Business School and is a CFA charter holder.