Jon is a Wealth Advisor and part of the High Net Worth team that caters to clients with $3.5 million or more investment assets. He works directly with clients on all aspects of their financial affairs, with a passion for helping clients make the decisions necessary to achieve their goals.
Prior to joining the firm, he worked at The Colony Group where he provided complex financial planning and investment management solutions for high net worth clients in all phases of their lives.
Jon graduated from the University of Pittsburgh with a major in Finance and holds his CERTIFIED FINANCIAL PLANNER™ professional designation.
Jon lives in Boston, MA and where he enjoys golfing, fishing, scuba diving, and traveling to exciting new locations.