PORTFOLIO ANALYST

As Portfolio Analyst, Jon works closely with client families, their Family Offices, and their outside investment advisors to evaluate investment strategies, portfolio managers, and illiquid investments. He also oversees cash optimization and manages the full lifecycle of illiquid investments, from capital calls to subscription document execution.

Jon brings more than 15 years of wealth management experience to Mosaic. Before joining the firm, he worked for Fidelity Investments in a variety of roles, from Senior Bond Specialist to Assistant Branch Manager.

Jon earned his Bachelor of Science in Secondary Education and Bachelor of Arts in Mathematics from The University of Cincinnati. He holds the Certified Financial Planner (CFP®) designation.

Outside the office, Jon is an avid cook who loves to barbecue for family and friends. He has volunteered for the Houston Livestock Show and Rodeo for more than a decade and spends the rest of his time with his wife and their two daughters, who keep the household busy with activities and events.