Jon is Managing Director and Director, Research Portfolios at Wellington Management. He is responsible for broad oversight of the firm’s suite of diversified and sector analyst-managed investment approaches, including risk management and implementation, and acts as a representative for these products with clients and prospects. He also manages the firm's customized research approaches, including Research Value, Global Islamic Research Equity, and Global Research Equity High Dividend Yield, and is a member of the Global Perspectives investment team.
Jon joined the firm in 1999, where he was manager of equity portfolio coordination prior to his current role. Previously, he spent several years at Putnam Investments, serving as portfolio coordinator for the Emerging Markets Equity Department; manager for Pricing Operations; and supervisor, senior fund accountant, and fund accountant for Mutual Fund Accounting Operations. He has worked in the financial services industry since 1994.
Jon earned a B.B.A. in finance, cum laude, from the University of Massachusetts and a M.B.A., magna cum laude, from Babson College.
Chartered Financial Analyst (CFA)
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