Jon is a Senior Consultant at AndCo. He works extensively with plan sponsors supporting their defined benefit and defined contribution plans while also servicing several of the firms foundation and endowment clients. He serves his client base by optimizing investment portfolios, conducting investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, preparing performance-monitoring reports, and conducting trustee education on a wide range of investment topics.
Jon has over 15 years of experience in consulting to public and private retirement plans, as well as endowments, foundations, and family offices. Prior to joining AndCo he was a senior consultant at Consulting Services Group, LLC. In addition to consulting, Jonathan also developed a substantial background in investment research working in various analytical research roles. Jon is a frequent speaker at educational and industry conferences in the southeast.