As Vice President and Director of Alternatives Strategy, Jon leads the portfolio construction of alternative asset classes. He is responsible for conducting due diligence and selecting investment managers for use across the Johnson Financial Group platform. Jon believes that nearly all portfolios can benefit from the inclusion of alternative investments. He collaborates with clients to understand their existing investments and financial goals, while assisting in customizing alternative investment solutions expected to improve portfolio outcomes.
Experience
- Joined Johnson Financial Group in 2016 and has been in the financial services industry since 2007
- Holds Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations
- Holds a Master's degree in Accounting
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investments
- Alternative Strategies
Community Involvement
- Member of the CFA Institute and CFA Society of Milwaukee
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