Jon is a Managing Director of Owner Resource Group. He co-heads the ORG Private Equity Group and serves on the Investment Committee.
Over his 27 years in corporate finance and private equity, he has been involved with more than 75 businesses in a wide range of industries and has served as an officer (including both interim CEO and CFO) or Board Member for 35 companies.
Prior to co-founding ORG, Jon was a Partner at HB Equity Partners and at Wand Partners, both in New York. He started his private equity career as an Assistant Vice President with the Conseco Private Capital Group. Prior to joining Conseco, Jon worked for Coopers & Lybrand, LLP in their Business Assurance and Financial Advisory Services practices.
Jon received his B.S. in Accounting from Lehigh University and his M.B.A. with honors from the Columbia University Graduate School of Business.
Jon is married with two children.
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Wealth Management – Q2 2022 Review
The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, have increased risk premiums across both equity and fixed income asset classes.
Wealth Management – Q1 2022 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management First Quarter 2022 […]
Wealth Management – Fourth Quarter 2021 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management Fourth Quarter 2021 […]