Jon is a senior investment strategist at Mercer Advisors, who specializes in advising clients on asset allocation development, portfolio fulfillment, and ongoing investment management. He advises clients on a range of investment solutions across public and private markets that can address their unique financial objectives and challenges. He is part of the Mercer Advisors dedicated investment team that implements and executes institutional-grade portfolios for clients.
Jon has worked in the financial services industry since 2010 and is a Chartered Financial Analyst® (CFA®). Before joining Mercer Advisors he spent 12 years at Northern Trust where he was a senior vice president and senior portfolio advisor working with institutions, non-profits and ultra-high-net-worth families. Prior to Northern Trust, Jon worked at the Investment Company Institute.
Jon graduated from the Moore School of Business at the University of South Carolina with a double major in finance and economics. Originally from Vermont, he is currently based in the Greater Washington, D.C. Region where he lives with his wife and two daughters. He is an active volunteer and enjoys playing golf and ice hockey and skiing.