Our Team

Jonathan T. Friedman, CPA

President

Jonathan serves as president of Sunstone Consulting Group, LLC. With over 35 years of experience, his expertise includes tax and estate planning, generational wealth oversight, real estate investment and planning as well as comprehensive family office services. He has also participated in multiple transactions involving the sale and acquisition of businesses. 

Jonathan's career started with the public accounting firm of Simon, Master and Sidlow where he worked for seven years. He went on to run the finances of Marvin & Palmer Associates, a global institutional investment advisory firm, for over 20 years. He was responsible for budgeting, cash flow projections, tax planning for the firm which peaked at $15 billion of assets under management and went on to become a shareholder of the company. He also was a member of the operational risk management committee.

In addition, he has extensive experience in the management and oversight of high-net worth families, including leading a family office for the owners of a worldwide telecommunications firm. He has participated in financing construction and real estate projects in excess of $100 million as well as the negotiation of credit facilities for $35 million. 

Get in touch: 302-766-1613 jfriedman@sunstonecg.com