Partner, Senior Consultant,
The Wealth Office®, CFA
As a Partner and Senior Investment Consultant for The Wealth Office®, Jon specializes in providing comprehensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon chairs the firm’s Discretionary Committee, is a voting member of the firm’s Investment Committee and a member of the firm’s Capital Markets Team. Jon also co-leads our Nonprofit Business Council. Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin. Jon currently serves on the Board of VOCEL, a nonprofit focusing on early childhood education in underprivileged neighborhoods, the Endowment Investment Committee for the Latin School of Chicago, and is a volunteer basketball coach in the Chicagoland area.