Jon serves as an Investment Analyst, working with Consultants at the Atlanta Consulting Group to assist clients in meeting their objectives. As a member of the firm's research team, Jon is involved in manager due diligence across asset classes and contributes to all aspects of market research and strategic asset allocation.
Prior to joining the Atlanta Consulting Group in 2015, Jon spent over four years with Harbert Management Corporation in their San Francisco office, working with institutional investors and consultants throughout the western U.S. and Asia. Previously, he worked in the portfolio accounting group at EARNEST Partners, where he was also responsible for overseeing the fixed income settlement process. Jon began his career at ING Investment Management, where he focused on derivative and fixed income trade operations.
Jon received a bachelor's degree in banking and finance from the University of Georgia. He is a CAIA designee and member of the Chartered Alternative Investment Analyst Association. Jon currently lives in Atlanta with his wife and their dog.