Ph.D. University of California, Los Angeles
Research Areas:finance and investment management.
Jon has spent his entire career in the investment management business developing a specialty in advising institutions, families and individuals on all aspects of investment decision making, the selection of suitable investments, education and tailoring of investment strategies. He founded South Avenue Investment Partners on April 1, 2009.
Prior to founding South Avenue Jon was a Managing Director at Epoch Investment Partners. He joined Epoch at its inception and founded Epoch’s west coast client service and business development efforts. Prior to joining Epoch he was a Managing Director with myCFO Investment Advisory Services where he advised affluent families on all aspects of their investments and had a significant influence on the development of the investment philosophy and implementation while chairing the Investment Policy Committee. Prior to joining myCFO, Jon spent eight years as a Partner with Asset Strategy Consulting in Los Angeles. Asset Strategy tailored investment advisory services for a variety of prominent institutional and individual investors with approximately $200 billion of pension, endowment, foundation, insurance, and healthcare assets.
He received his Ph.D. in Economics from the University of California, Los Angeles. He is a Chartered Financial Analyst, a member of the CFA Institute, the American Economic Association, member of the CFA Society of Los Angeles where he is former chairman of the Applied Behavioral Finance Committee.