• CEO, CCO and CIO of J. Mandwelle Capital Management
  • Certified Public Accountant, State of New York
  • Licensed Insurance Agent, State of New York
  • Previous Adjunct Instructor at SUNY Albany and SUNY Adirondack
  • Currently the Principal in the CPA firm of Jonathan Mandwelle
  • Previously held Security Licenses 6,63, 7 and 24 and was a Registered Options Principal
  • Forrmer Branch Manager for Raymond James Financial Services in Glens Falls, NY


Connie Walsh-Toler

Investment Advisor Representative

"Doing business the old fashioned way: One-on-One, Face-to-Face, One Client at a Time." 


  • Business Teacher at Albany City Schools and Duanesburg Schools
  • Adjunct Professor at Schenectady Community College
  • Multiple Management positions within Tribune Media Services and TV Data
  • Teaching Certifications in Literacy, Childhood Education, English, Business and Marketing
  • Certified Associate in Project Management


  • Graduate of South Glens Falls High School
  • Graduate of Empire State College earning a BS  in Business Management and English
  • Graduate of SUNY Plattsburgh earning an MS in Education 
  • Graduate of SUNY Albany earning an MS in Literacy


Jonathan Mandwelle, CPA

Investment Advisor Representative

Founder and CCO

Educational Backround

  • Graduate of Glens Falls High School and was a member of the National Honor Society.
  • Graduate of Siena College with a Bachelors Degree in Accounting, Loudenville, NY 
  • Graduate of The University at Albany earning a Masters Degree in Accounting, Albany, NY
  • Graduate of Georgia State University earning a Masters Degree in Taxation, Atlanta, GA


Wealth Management, Tax, and Estate Planning Advisors*