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Jonah Lupton

InterCapital Group, Sloane McCarron Capital Advisors
Investment Advisor

Contact Information:

28 Exeter Street, Suite 310
Boston, MA 02116
United States

Years in Business:

 

10

Clients I'm Seeking:

 

Wealth Management clients with at least $500k in investable assets Introductions to entrepreneurs & venture capitalists

About My Business:

 

I am a Co-Founder, Managing Director and Investment Committee Member at Sloane McCarron Capital Advisors, a Multi-Family Office, Insurance and Wealth Management group in Boston, MA & Palm Beach, FL. At Sloane McCarron Capital Advisors, I work with wealthy families, business owners, entrepreneurs and corporate executives to provide comprehensive investment solutions and wealth preservation strategies depending on their personal, family and business needs. Prior to Co-Founding Sloan McCarron Capital Advisors I was a Wealth Advisor and Fiduciary Officer at Cambridge Appleton Trust, a boutique Trust Company in Boston, MA. Before that I held various wealth management and investment advisory positions at Citigroup, Smith Barney, Morgan Stanley, and RBS Citizens Bank. I am also the Founder & CEO of the InterCapital Group which is a holding company for a multitude of businesses and startup companies. Through InterCapital Advisory Group I provide business advisory services and management consulting to entrepreneurs, business owners, nonprofits and startup companies. Through Parabolic Ventures I provide angel investing and seed capital to regional startup companies and young entrepreneurs looking to build the next great company. I'm a Founder & Director at CharityAlly and UpscaleDeal as well as an Advisory Board Member at ZigSwitch, TheGoodness and several other stealth startup companies. In an effort to give back to the local community, I started the Inspired Futures Foundation which raises money and makes grants to local charitable organizations focused on improving the lives and futures of Boston's youth. The Inspired Futures Foundation is also positioning themselves to make grants to deserving young entrepreneurs who need a small financial grant to get started with their dreams. In addition to my professional duties, I'm currently involved with a number of organizations including Boston World Partnerships, Boston Estate Planning Council, The Boston Foundation, Association for Corporate Growth, United Way Emerging Leaders, Access Boston, Partners for Youth with Disabilities, New England Venture Capital Association, National Association of Corporate Directors, Boston Philanthropic Advisory Roundtable, and the MIT Enterprise Forum. I'm also the Founder and Chairman of the NextGen Leaders Council, Greater Boston Estate Planning Professionals and Alliance of Professional Advisors. I also serve as President of the Luncheon Club of Boston, Founding Member & Treasurer of the Downtown Boston Rotary Club, Membership Committee at the UMass Club, mentor at Access Boston and a speaker & advisor at Salve Regina University. In my free time I enjoy spending time with family and friends as well as watching my favorite local sports team, the New England Patriots, Red Sox and Celtics. In the summer months you can typically find me spending weekends in Newport, Nantucket or Cape Cod.

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