Investment Analyst | Miami Office
Jon is responsible for assisting the lead portfolio manager in asset allocation decisions and conducts due diligence on the funds and stocks we invest in. This also includes analyzing prospect and client portfolios and generating proposals with recommendations and changes for their portfolios based on their individual risk profile.
Jon has been in the financial services industry since 2017. Prior to joining GFG Capital in 2021, Jon worked at Ronin Capital as a trading assistant, and J2 Capital Management as a research analyst. Some of his previous responsibilities were idea generation for new investments and creating internal and external investment memos and deep dives on individual stocks and sectors.
In addition to his professional experience, Jon holds a Bachelor’s Degree from Michigan State University.
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