As chief operating and financial officer and a member of the firm’s executive team, Jon oversees the internal operations of the firm and is primarily responsible to drive the continued effort to deliver an effective, timely and up-to-date compliance platform to our clients. Jon also oversees the corporate development, financial reporting and HR functions at CCS.
Jon has spent 20 years in the financial services and asset management industry. Most recently, Jon served as chief operating and compliance officer of Fortis Advisers, LLC, an investment adviser connected to a family office platform. Prior to that, Jon was a senior manager in the mutual fund practice at Tait Weller. Before joining Tait Weller, Jon served as CCO for a fixed income investment manager in the Philadelphia region for nearly two years. For the first half of his career, Jon spent 11 years in the asset management assurance practice at Ernst & Young in its Philadelphia and New York offices.
Jon earned a B.S. in business administration – accounting from Lehigh University. He is also a Certified Public Accountant (PA) and is a member of the PICPA and AICPA.
During his time away from CCS, Jon enjoys spending time with his wife and three children. He is an avid Philadelphia Eagles fan and also enjoys coaching youth baseball and basketball.