As Managing Director and Portfolio Manager, Jon provides and executes investment and wealth planning strategies for individual and family relationships. Additionally, he has analytic responsibilities for consumer and financial sectors.
Prior to joining Boston Financial Management, Jon worked as an Associate with Brown Brothers Harriman’s Private Client Group and Upromise Investments where he assisted clients with 529 College Savings Plans.
Jon earned a B.A. degree in Economics at Boston College.
Industry Accreditation & Affiliations:
CFA Institute – member
CFA Society Boston – member
Jon enjoys skiing, golf, and fishing.