JONATHAN HOCHBERG

Jonathan Hochberg is a Senior Partner & Wealth Advisor at Corient Private Wealth, a national
wealth advisory firm with over $180 billion in client assets.

Jonathan has over 25 years of experience advising affluent individuals and families in a broad array of areas including investments, estate, tax and insurance planning strategies. Jonathan also has extensive investment experience covering a variety of traditional and alternative investment strategies.

Jonathan was previously co-founder and President of Hillview Capital Advisors, where he was
instrumental in the Firm's merger with RegentAtlantic in 2019 and strategic partnership in 2021
with Corient. Prior to Hillview Capital, he was Managing Director of M.D. Sass Investors
Services, Inc. He was previously Managing Director of the Private Equity Group at CIBC World
Markets Corp.

Jonathan is a member of the Board of Trustees and serves as Chairman of the Investment
Committee of The New Jewish Home. He is a member of the Board of Directors of the Jewish
Institute for National Security Affairs (JINSA) and the Federal Enforcement Homeland Security
Foundation.

Jonathan holds an MBA in Finance from The Leonard N. Stern School of Business at New York
University and a BBA in Accounting from The George Washington University. He spends his free
time first and foremost with his wife, Stacy, and their three grown children. He also enjoys golf,
skiing and fly-fishing.

Jonathan Hochberg is a Senior Partner & Wealth Advisor at Corient Private Wealth, a national wealth advisory firm with over $180 billion in client assets.

Jonathan has over 25 years of experience advising affluent individuals and families in a broad array of areas including investments, estate, tax and insurance planning strategies. Jonathan also has extensive investment experience covering a variety of traditional and alternative investment strategies.

Jonathan was previously co-founder and President of Hillview Capital Advisors, where he was instrumental in the Firm's merger with RegentAtlantic in 2019 and strategic partnership in 2021 with Corient. Prior to Hillview Capital, he was Managing Director of M.D. Sass Investors
Services, Inc. He was previously Managing Director of the Private Equity Group at CIBC World Markets Corp.

Jonathan is a member of the Board of Trustees and serves as Chairman of the Investment Committee of The New Jewish Home. He is a member of the Board of Directors of the Jewish Institute for National Security Affairs (JINSA) and the Federal Enforcement Homeland Security Foundation.

Jonathan holds an MBA in Finance from The Leonard N. Stern School of Business at New York University and a BBA in Accounting from The George Washington University. He spends his free time first and foremost with his wife, Stacy, and their three grown children. He also enjoys golf, skiing and fly-fishing.