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 18 years of experience in consulting to public and private retirement plans, as well as endowments, foundations, and family offices. In addition to consulting, Jon also developed a substantial background in investment research working in various analytical research roles in both traditional equity and fixed income investment as well as hedge fund investing. Jon is a frequent speaker at educational and industry conferences in the southeast.