Jon is a portfolio manager in the firm's North Carolina Office, and serves as the operating officer of the Carolinas. Over the last 20 years, Jon has managed multi-asset balanced portfolios for private clients, families, and endowments and foundations. Prior to joining Brown Advisory in 2016, Jon was a first vice president and family wealth advisor with the Jester Group, a family wealth director practice at Morgan Stanley in Chapel Hill, NC.

Education

  • University of North Carolina at Chapel Hill, BA

Community Involvement

  • Advisory Council Member, Investment Management Action Council, UNC Kenan-Flagler

Certifications

  • Certified Financial Planner™ (CFP®)
  • Certified Investment Management Analyst (CIMA)