Jon has over 25 years of financial service experience working with proprietary information from both high net worth individual and institutional clients. Significant background and experience working with and representing enterprise level clients in financial services including hedge funds, mutual funds, banks, private equity firms and REITs. Opened doors as established entrepreneur and business developer. Created client opportunities between emerging private institutions and investment firms and supported new venture business development. Organizations included CBRE, Merrill Lynch and US Trust. Jon received his undergraduate degree from Johns Hopkins University and an MBA from The Zicklin School of Business, Baruch College, CUNY.