Joined Northern Trust
- Bachelor of Arts in finance from The University of Central Oklahoma
- Holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through the College of Financial Planning
- Certified Investment Management Analyst (CIMA) designation from Investment Management Consultants Association
- Holds Series 7 and 63 Securities Licenses since 1987
Jon serves in the Wealth Strategies Group and is responsible for the new business development of fiduciary and asset management services. In this role, Jon coordinates our team of experienced banking, fiduciary, investment, and planning professionals to bring together our extensive experience and services to help entrepreneurs, corporate executives, and families build, preserve and transfer their wealth.
Prior to joining Northern Trust in May 1999, Jon spent ten years with Fidelity Investments and five years with a boutique advisory firm in Edmond, Oklahoma. With more than 30 years in financial services industry, Jon has worked extensively with high net-worth individuals, families, entrepreneurs, corporate executives and their advisors.
Jon is an active member of the Financial Planning Association, the Chicago Estate Planning Council, and The Executives Club of Chicago. Jon served as an Adjunct Professor for the American Bankers Association Graduate Trust School.