Senior Vice President / Chief Strategist, Wealth Management / Portfolio Manager - Sustainable, Responsible and Impact Investing
Jon serves on Bailard’s fundamental investment committee and co-manages the firm's U.S. large-cap equity portfolios. He also leads the team responsible for investment strategy within the wealth management group. Prior to Bailard, Jon spent fifteen years at Nelson Capital Management (NCM). While at NCM, Jon was a senior portfolio manager, member of the leadership team, the investment committee, and the corporate engagement committee. Jon was also the model team leader for the Extraction Free and Animal Welfare equity strategies and captained Nelson Capital's fixed income strategy.
Jon holds a BA in economics from Stanford University, a Chartered Financial Analyst designation and a CERTIFIED FINANCIAL PLANNERâ„¢ designation. He is a Past President and current member of the Minneapolis Uptown Rotary Club. Jon enjoys spending time with his wife and three children, playing tennis, golf, and backyard soccer, and reading.