INVESTMENT ANALYST

Jon is an Investment Analyst with Mosaic, where he is responsible for asset allocation analysis, underwriting private investments, rebalancing model portfolios, and conducting due diligence of potential third-party investment managers. Jon has extensive experience in the field, having worked for Fidelity Investments for nearly 17 years in a variety of roles before joining Mosaic in 2023. He earned his Bachelor of Science in Secondary Education and Bachelor of Arts in Mathematics from The University of Cincinnati and earned his Certified Financial Planner (CFP®) certification in 2015.

When Jon is not busy with his work, he enjoys spending time with his wife, Lauren, and their two daughters who keep them occupied with extra-curricular activities and events. He enjoys giving back to the community as a volunteer on the Transportation Committee for the Houston Livestock Show and Rodeo, a position he has held since 2013. Jon is an avid chef and loves to cook and barbecue for family and friends whenever possible.