In his role as an Associate, Jon supports our advisors in the management of client relationships and assists with portfolio management and trading.  He also contributes to our investment research activities, including manager due diligence, asset allocation research, and the development of capital market assumptions.  

Jon has a bachelor’s degree in finance from Concordia College and an MBA from Robert Morris University.  He holds the Charted Financial Analyst (CFA) and the Certified Financial Planner (CFP^®️) designations. Jon resides in Kennedy Township with his wife, Brianna, and sons Theo and Rhys.