Meet Jon
Jon is a Sr. Investment Strategist who works with clients to tailor their investment strategies to their needs. In addition to creating strategies, Jon educates individual clients and their families as well as organizations on investment management. Before joining Mercer Advisors, Jon served nearly 13 years at Northern Trust. He earned a B.S. degree in finance and economics from the University of South Carolina.
His working style
Jon is calm and steady in how he operates, bringing a thoughtful, well-prepared approach to every decision. He focuses on client education so that clients understand our recommendations for their investable assets. He belives clients value this collaborative approach and his focus on client service.
Jon in real life
What keeps you busy outside of work?
My family, especially our two daughters, Olivia and Camille.
Why do you like working at Mercer Advisors?
Our fiduciary and client-first approach and our focus on removing conflicts of interest.
How do you give back?
I volunteer for several organizations and stay active in our local community.
Meet Jon’s Teammates
Logan L. Baker
Director, Wealth Strategy – Estate Planning
What Jon Says
Logan and I work collaboratively to incorporate trust and estate considerations into clients’ investment strategies.
Steven Elliott
Tax Director
What Jon Says
Every decision we make impacts a client’s taxes. Steve is an excellent resource on all things tax-related from complex to simple, and we work together to find the right solutions for our clients.
Drew Ellis
Director, Institutional Partnerships
What Jon Says
Drew and the entire Endowments & Foundations team offer tremendous support to our nonprofit and institutional clients. We bring extensive experience to these conversations and work collaboratively to advise our clients.
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