About Jon
Jon’s professional career blends a range of investment, technology, and financial experience.
Prior to joining Focus Partners Wealth through the firm’s merger with Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of those software companies, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He returned to his passion of financial services in 2018.
Jon met his wife while they were both serving in the Peace Corps in Albania. He enjoys various outdoor and athletic activities, including biking, hiking, tennis, and traveling.
Education and Professional Milestones
- Stanford University – MBA
- Loyola Marymount University – bachelor’s degree in finance with a minor in economics
Jon’s professional career blends a range of investment, technology, and financial experience.
Prior to joining Focus Partners Wealth through the firm’s merger with Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of those software companies, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He returned to his passion of financial services in 2018.
Jon met his wife while they were both serving in the Peace Corps in Albania. He enjoys various outdoor and athletic activities, including biking, hiking, tennis, and traveling.
Education and Professional Milestones
- Stanford University – MBA
- Loyola Marymount University – bachelor’s degree in finance with a minor in economics