Jon is the Managing Partner for Investment Management. He joined the firm in 2000 and has over 13 years of investment experience. Jon leads the management of all client portfolios and provides managerial oversight of AIP’s portfolio managers. Jon also leads our efforts in enhancing existing portfolio management systems while continuing to be a vital member of our firm’s investment team.

Prior to joining the firm, Jon was a Portfolio Manager with LBS Capital Management where he was responsible for the global tactical asset allocation and tactical sector selection strategies.

Jon earned a B.A. in Economics from Wake Forest University. He has obtained the Chartered Financial Analyst designation. He is a member of the Society of Quantitative Analysts, the CFA Institute, the CFA Tampa Bay Society and the Chicago Quantitative Alliance.