Jon is a portfolio manager in the firm’s Carolinas office. Jon has managed balanced portfolios, and provided investment advice to private clients, for over 16 years. Prior to joining Brown Advisory, he was a Family Wealth Advisor and First Vice President 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 (1994)

Community Involvement

  • Board Member, East Chapel Hill Rotary
  • Board Member, Orange County Literacy Council

Certifications

  • ​CERTIFIED FINANCIAL PLANNERTM professional
  • CIMA®

Colleagues

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