Jonathan O. Yorks, CPA
Managing Shareholder
Top 5 Things to Know About Jonathan
- Advises clients on complex real estate, private equity, and business transactions
- Helps connect business decisions to personal wealth outcomes
- Guides high-net-worth individuals and families through long-term planning
- Serves as Managing Shareholder and leader of the firm’s next generation
- Known for strategic thinking and trusted, long-term client relationships
Jonathan Yorks helps clients understand how today’s business decisions shape tomorrow’s financial outcomes. As Managing Shareholder of Walter Shuffain, he works closely with business owners, investors, developers, and high-net-worth families, providing strategic guidance that bridges the gap between business success and personal financial goals.
Jonathan is frequently called upon to advise on complex transactions involving real estate, private equity, and closely held businesses. His experience spans the full lifecycle of ownership and investment, from structuring funds and operations to managing risk, evaluating opportunities, and planning for liquidity events. Clients rely on his ability to forecast tax implications, identify strategic considerations, and provide guidance before critical decisions are made. As wealth grows and planning needs become more complex, Jonathan also works closely with individuals and families on tax planning, wealth preservation, retirement strategies, and estate planning considerations.
Beyond his client work, Jonathan has played a significant role in shaping the future of the firm. Since becoming Managing Shareholder in 2013, he has helped strengthen client relationships, develop future leaders, and foster a culture centered on collaboration, trust, and long-term success.
- Real Estate Advisory
- Private Equity Advisory
- Tax Planning & Strategy
- Wealth Preservation Planning
- Estate Planning Support
- Closely Held Business Advisory
- Bachelor’s Degree, Isenberg School of Management, University of Massachusetts Amherst (cum laude)
- Certified Public Accountant (CPA)
- Managing Shareholder, Walter Shuffain
- American Institute of Certified Public Accountants (AICPA)
- New England Society of CPAs
Golf is so like life in general. You have to work hard for everything. And you have to believe in yourself and what you are doing
Jonathan and his wife, Susan, met while attending college and continue to enjoy spending time together both in Boston and at their home in Florida. When not working with clients, Jonathan enjoys boating and golfing, appreciating the opportunity to relax, recharge, and spend time outdoors with family and friends.