President and CEO of Plan Management Corp., the Philadelphia based, full service administrator of equity compensation award plans, and the developer of the OptionTrax® System for self-administration by issuers of their equity compensation plans. Plan Management is also the developer of the InvestmenTrax system, a complete and comprehensive securities and shareholder record keeping and maintenance system for small to mid-cap companies. Plan Management Corp. was established in 1994.
Prior to joining Plan Management Corp. in 2009, Jonathan was Founder, Chairman and CEO of StockTrans, Inc., which serviced the stock transfer needs of public and private companies. He sold StockTrans to Broadridge Financial Services, a New York Stock Exchange listed company, in 2009. At the time of the sale, StockTrans was the fifth largest stock transfer agency in the United States.
Jonathan served five terms on the Board of Directors of the national Securities Transfer Association during which time he played an integral role in negotiating and communicating with the SEC on various industry-related issues. He was also co-chairman of the STA’s Small Agent Committee.