Jon is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. He oversees the delivery of services to clients and coordinates with their legal, accounting and other advisors.
Prior to Chevy Chase Trust, Jon was a Director and Senior Wealth Strategist at UBS, providing investment and planning solutions to high-net-worth individuals and families. Before that, he was a Director and Investment Strategist at AllianceBernstein, leading business development efforts. Jon also spent eight years at Neuberger Berman in New York, holding a variety of investment and relationship management responsibilities as a member of the firm’s Multi-Cap Opportunities investment team.