As a Partner and Senior Consultant, Jon specializes in providing extensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon is a member of the firm’s Discretionary Committee, Investment Committee and Capital Markets Team. Jon also co-leads our Endowment & Foundation 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 is a volunteer basketball coach in the Chicagoland area.
