As a Managing Director and Wealth Manager, Jon provides and executes investment and wealth planning strategies for individual and family relationships. Jon has extensive analytic experience covering equities in the consumer and financial sectors.
Prior to joining Boston Financial Management in 2007, Jon worked as an Associate with Brown Brothers Harriman’s private client group and Upromise Investments where he specialized in 529 College Savings Plans.
Jon earned a Bachelor of Arts degree in Economics at Boston College.
Industry Accreditation & Affiliations:
CFA Institute – member
CFA Society Boston – member
Jon enjoys skiing, golf, and fishing.