Jon is a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. He has been recognized by Barron’s Magazine since 2020 as one of the top 100 Advisors nationally. He was also named to The Financial Times’ list of America’s Top 400 Financial Advisors in 2018 and 2019 in addition to being named to Forbes Magazine’s Best in State Wealth Advisors since 2018.
Jon graduated with an MBA from the Kellogg School of Management at Northwestern University. He received his B.A. with high honors in Political Science and History and high distinction in general scholarship from U.C. Berkeley, where he played ice hockey. He currently serves on the City Year Los Angeles Board. Jon served as a Corps Member in CY-Boston in 1990-91, just after graduating from Phillips Exeter Academy in New Hampshire. He coached youth baseball in Oakland while in college and in Palos Verdes, CA for several years after graduating from Northwestern. He currently resides in Hermosa Beach, CA.