Jon is a portfolio manager in the firm’s North Carolina Office, and serves as the operating officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a first vice president and family wealth advisor with the Jester Group, a family wealth director practice at Morgan Stanley in Chapel Hill, NC.
Education
- University of North Carolina at Chapel Hill, BA
Community Involvement
- Vice Chair, Orange County Literacy Council Board of Directors
- Past Member, East Chapel Hill Rotary Club Board of Directors
Certifications
- CFP
- CIMA
