Collaborative Capital Advisors Names Jonathan Barbato Deputy Chief Investment Officer and Jake Steinberger a Director in the Wealth Advisory Group
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9:00 AM on Thursday, February 19
The Associated Press
Investment professionals bring decades of experience to Collaborative’s wealth advisory and investment teams
NEW YORK, NY, February 19, 2026 (EZ Newswire) -- Collaborative Capital Advisors (“Collaborative Capital”), a technology-forward multi-family office serving ultra-high-net-worth families, individuals, and entrepreneurs, today announced two key appointments: Jonathan Barbato as deputy chief investment officer and Jake Steinberger as director in the Wealth Advisory Group. These appointments support the continued firm investment in both research depth and expansion of high-touch client advisory services.
Barbato and Steinberger bring extensive experience across leading financial institutions and will play integral roles in enhancing Collaborative Capital’s wealth management and investment capabilities.
“I am excited to partner with Jonathan Barbato, who I have known for over a decade, and to be reunited with my former colleague, Jake Steinberger,” said Jonathan Bergman, co-chief executive officer of Collaborative Capital. “Jonathan and Jake strengthen our ability to deliver differentiated, bespoke investment solutions across a broad range of asset categories, and they will each play key roles in our firm’s growth.”
“We are pleased to welcome Jonathan and Jake as we continue to invest in exceptional, experienced talent,” added Nathan Romano, co-chief executive officer of Collaborative Capital. “Both Jonathan and Jake bring deep expertise and strong track records, and their arrival underscores our commitment to building a world-class team that can serve the complex and evolving needs of our clients.”
“Jonathan’s appointment marks an exciting moment for our investment team,” added Michael Moriarty, chief investment officer of Collaborative Capital. “I look forward to collaborating with him as we continue to expand the sophistication and scale of our platform. Jonathan’s perspective, experience, and disciplined approach will further strengthen our ability to deliver innovative, high‑conviction investment solutions that meet the evolving needs of our clients.”
“I am honored to join Collaborative Capital Advisors and partner with Nathan, Jonathan, Michael, and the broader CCA team,” said Jonathan Barbato. "This is an accomplished group of industry professionals with a track record of success in building, leading, and investing. I look forward to delivering differentiated investment strategies that provide long-term value for clients.”
Collaborative Capital Advisors is a next-generation, technology-forward multi-family office for families and individuals with $25 million to more than $1 billion in investable assets who deserve to have their needs put first. The firm leverages an extensive network and a history of excellence to serve families with complex needs today and an enduring vision for an uncertain tomorrow, offering curated investment opportunities, a full spectrum of family office services, and strategic guidance for philanthropic endeavors — delivered with a thoughtful, high-touch approach tailored to each family’s unique challenges and goals. For more information, visit www.collaborativecapitaladvisors.com.About Jake Steinberger
Jake Steinberger joins Collaborative Capital Advisors as a director, having most recently served as director and head of venture at TAG Associates. In his role at TAG, Jake served as an advisor and portfolio manager to clients, and contributed to the firm’s due diligence and investment sourcing.
Prior to joining TAG Associates in 2022, Jake served on the investment team at GM Advisory Group (later acquired by Wealthspire) as a research analyst, where he focused on due diligence of alternative investments. Jake earned a Bachelor of Science in economics from the University of Wisconsin–Madison.
About Jonathan Barbato
Jonathan served as managing director and head of investment research and strategy at Geller Advisors. He was co-portfolio manager on the firm’s numerous private funds, including the Special Opportunity series, a venture capital strategy, Geller Regatta (a middle-market private equity co-investment fund), and the firm’s hedge fund of funds. He invested in numerous co-investments, several direct investments, and assets as diverse as crypto, crude oil trading, and seeding strategies. Jonathan’s responsibilities included providing investment manager oversight and due diligence, as well as asset allocation research and portfolio construction for the firm’s ultra-high-net-worth clients.
Prior to joining Geller Advisors in 2009, he served as a research analyst at Fortigent, where he conducted due diligence research on international, emerging-market, and domestic small-cap investment managers. Jonathan also served as a senior associate with Atlantic Trust Private Wealth Management (CIBC). He began his career as an associate at First Union (Wachovia) in the Ready Talent Program, Capital Management Group.
Jonathan received a Bachelor of Science in economics from Pennsylvania State University, with certificates in macroeconomics; money and banking; and international, development, and transition economics. Additionally, Jonathan earned the Chartered Alternative Investment Analyst (CAIA) designation and holds a FINRA Series 3 license.
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SOURCE: Collaborative Capital Advisors
