Jon began his career as an investment advisor in 1987, working for both McDonald & Co. and Wachovia Securities before joining Baird in 2009. He provides guidance in areas of investment strategy and portfolio management by utilizing a combination of fundamental and technical analysis in a rigorous investment selection process.
Jon holds a B.S. in Business Administration from The Ohio State University where he majored in Finance.
Outside of work, Jon has a passion for aviation, having earned a commercial pilots license. He and his wife Christine enjoy fly fishing, skiing, and golfing in Northern Michigan whenever their schedules allow.
Jon is involved with a number of nonprofit charities including Wings of Mercy, The Loya Foundation, and the Tri-Motor Heritage Foundation.
He holds FINRA Series 7, 63, and 65 licenses.