Managing Director, Consultant
For over 25 years Jon represented some of the worlds largest asset managers to the financial advisor community. Jon's career was built on bringing advisors actionable ideas of how to be more efficient and effective in the growth of their practice. Working through challenging environments Jon's best practices of engagement and follow up were critical to Jon's success. As a sales manager, mentor and leader among wholesale teams Jon developed a sales process built on the experience of thousands of advisor meetings.
Now as a Practice Management Director for Elements Consulting Jon works with financial advisors and their managers to help them achieve their short and long term goals. Using Elements proven methodology to identify specific themes and opportunities in the practice and set achievable, measurable milestones to be attained. Consistent, open communication and personal understanding of the challenges are the bedrock of Jon's service model.
Jon has deep industry knowledge as a result of his work representing Fidelity, Putnam, Deutsche Bank and Goldman Sachs at the largest advisor firms. He worked closely with advisors and managers at Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, LPL and Ameriprise.
Jon graduated from University of Vermont with a BA in Economics. He now lives with his wife Colleen in Reading, MA where they enjoy the active outdoor lifestyle, ski, mountain bike and hike. They enjoy visits from their three daughters, son-in-laws and grandchildren.