Designations and Licenses

Jon holds the Chartered Financial Analyst^® designation.

Experience and Education

Jon provides customized investment and wealth management solutions to individuals. He has particular experience in helping clients transition to retirement and manage income in retirement.

He has more than 10 years of experience in the financial services industry. Prior to joining Mariner, Jon held several positions at Fifth Third Bank. In his last roles there, he was an officer and equity analyst responsible for stock selection in the industrials and information technology sectors. Prior to that, he was an external manager research analyst responsible for building the buy list of investments for private bank and institutional clients. As an associate portfolio manager, he worked with senior portfolio managers on high-net-worth client relationships to establish strategic asset allocations consistent with the investment policy statement.

He graduated Magna Cum Laude from Ohio University with a Bachelor of Arts degree. Jon is a member of the CFA Institute and CFA Society of Cincinnati.

Personal Interests

Jon is a board member at UpSpring, a nonprofit focused on the educational needs of homeless youth and children in the Greater Cincinnati area. He is a member of the Cincinnati Parks Foundation Investment Committee and the Cincinnati Parks Foundation Board of Trustees. He is married with three children. He enjoys coaching youth baseball, the outdoors and traveling.