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.”
About Collaborative Capital Advisors
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 .