Jon is a Managing Director and shareholder at Pathstone, based in the Boston office. He has advised multi-generational families for over 30 years. Jon joins Pathstone after 17 years with Morgan Stanley, where he co-led his team serving approximately 50 families as an outsourced family office. Prior to Morgan Stanley, he advised many of the same families for over 13 years at Goldman Sachs.

Jon serves on the board of the Belmont Hill School Corporation and the regional board of Wake Forest University. He serves on the board and is chair of the investment committee of the Play Ball Foundation. Jon earned a BA in English from Dartmouth College. He lives in Boston with his wife, three children, and two dogs.