Jon joined MBSA in 2023 as Managing Director with primary responsibility for business development.

With over 25 years in the financial services industry, Jon has deep expertise with asset management, specifically for BOLI as well as other institutional asset owners. Jon is known for listening to clients and advocating on their behalf to create custom tailored solutions.

Prior to MBSA, Jon worked as a Managing Director at MacKay Shields working with large financial institutions, not for profit healthcare, pension plans and other institutions. Before that, he spent a number of years at Wells Fargo Asset Management working with a variety of institutional clients. Jon started his career at Barclays Global Investors.

Jon holds a Bachelors of Science in Language Arts from Georgetown University. He is fluent in German and conversant in Italian. Outside of work, he enjoys coaching the high school mountain biking team, beekeeping, and talking real estate.