In his role as an Analyst, Jon works closely with our advisors on our investment research activities, including manager due diligence, asset allocation research, and the development of capital market assumptions. Jon also performs client-specific analysis and assists with portfolio management and trading.
Jon has a bachelor’s degree in Finance from Concordia College and an MBA from Robert Morris University. He is a candidate for the Chartered Financial Analyst (CFA) designation. Jon resides in Kennedy Township with his wife Brianna and son Theo.