Jon joined the company in 2016 and is based in Boston.

Prior to his current role, Jon was a portfolio manager at Pioneer Investments where he was responsible for stock selection and allocation in healthcare and financial sectors. Prior to that, he was a senior research analyst & director of research at Summer Street Research Partners (SSRP) where he published on a wide array of biotech and pharmaceutical companies.

Previous positions include Senior Analyst at Akasha Capital, portfolio manager at John Hancock Advisers/MFC Global and Research Analyst at State Street Research & Management (SSRM), where he began his career as a Research Associate.

Jon has 18 years of investment experience. He holds a BA in History from Bucknell University. He is a CFA Charterholder.