With 20 years of industry experience, Jon specialized in providing comprehensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Jon is a member of the firm's Investment Committee, as well as its Capital Markets, Investment Manager and Hedge Fund Sub-Committees. Jon earned his BBA Degree in Finance & Accounting from the University of Michigan, his MS degree in Finance, Investment, and Banking from the University of Wisconsin and is a CFA charterholder.