Jon serves as an investment analyst, working with investment consultants at the Atlanta Consulting Group to meet client objectives. He assists in all aspects of asset allocation, market research and manager due diligence.
Before joining the Atlanta Consulting Group in 2015, Jon lived in San Francisco, where he spent over four years in the marketing group with Harbert Management Corporation, working with institutional investors and consultants throughout the western U.S. Previously, he worked in the portfolio accounting group at EARNEST Partners and was 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 earned a bachelor’s degree in banking and finance from the University of Georgia and holds the Chartered Alternative Investment Analyst designation. Originally from Johns Creek, he currently lives in Atlanta with his wife, Audrey, and their dog, Sutter.