Jon is a Senior Associate Financial Counselor at The Colony Group. He supports a team of financial counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives.
Jon earned his Bachelor of Science in Business Administration from the University of Pittsburgh with a major in finance. Prior to working at The Colony Group, Jon spent time at fi360, where he provided advisory support services, fiduciary training curriculum review, and quality assurance for the fi360 Toolkit software suite. In his spare time, Jon enjoys golfing, fishing, hiking and biking.