Advisors
Jonathan Liebl, CFA, CFP®
jonathan.liebl@genrisewealth.com
(609) 436-9734
Jonathan is Co-Founder and Principal at GenRise Wealth Advisors. He began his career in wealth management in 2012 with Bank of America Private Bank (formerly U.S. Trust), where he became a portfolio manager for high-net-worth clients. In this role, he worked with individuals and families to develop, implement, and manage tailored investment strategies designed to achieve their financial goals. Prior to founding GenRise he worked in a similar capacity for an independently owned financial advisory firm.
Jonathan earned his B.A. in Economics and Psychology from Rutgers University. He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
Jonathan lives in central New Jersey and in his spare time he enjoys cooking, reading, and jogging.
Deep Patel
deep.patel@genrisewealth.com
(609) 436-5752
Deep Patel is Co-Founder and Principal at GenRise Wealth Advisors. Prior to GenRise, Deep was an Executive Director at Advisors Asset Management, Inc. (AAM). At AAM, Deep led the relationship management and business development efforts in the Wire House and Regional B/D wealth management channels. He started his career at Merrill Lynch in 2011 on the syndicate desk.
Deep earned his B.A. in Economics from Rutgers University and holds the Series 66 FINRA license.
Deep lives in the Cherry Hill, NJ area with his wife, and in his spare time he enjoys going to the gym and is an avid New York sports fan.