Jon is an Associate Director and a shareholder in Pathstone’s Philadelphia metro area office. He is a member of its Fixed Income & Trading group, which constructs and manages customized investment grade fixed income portfolios on behalf of wealthy families and entities.
Prior to joining Pathstone, Jon spent 15 years at Veritable, LP, actively involved in day-to-day municipal bond trading as well as credit surveillance and trade operations.
Jon earned his Bachelor of Science in Finance from The Pennsylvania State University.
A deep believer in the unappreciated charm of the City of Philadelphia, Jon lives in South Philadelphia with his partner.
