Vice President | ChFC® | AIF® | MBA | MS
Jon is one of four portfolio managers for the CTS Consolidated Asset Management Program (CAMP), meeting daily with the team to monitor the status of financial markets and discuss relevant, current events before making affecting our clients’ portfolios.
Jon is responsible for developing and maintaining our marketing and client communications initiatives. He also programs and manages our proprietary database, which is used for tracking client positions and other data mining objectives used in our CAMP program.
Jon graduated with honors from the University of Denver and earned his MS degree in Marketing Communications from the Stuart School of Business at the Illinois Institute of Technology. He also earned an MBA from the D’Amore-McKim School of Business at Northeastern University with a concentration in International Business Management.
Additionally, Jon is a Chartered Financial Consultant®, an Accredited Investment Fiduciary®, has a Series 65 license and is licensed in life, health, disability and long-term care insurance.
