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.
- University of North Carolina at Chapel Hill, BA (1994)
- Board Member, East Chapel Hill Rotary
- Board Member, Orange County Literacy Council
- CERTIFIED FINANCIAL PLANNERTM professional