Jon joined Clearbrook in 2009. In addition to heading up the firm’s research efforts, Jon oversees multiple traditional and OCIO client relationships. Jon has held senior investment positions in investment manager research, portfolio management and ESG research throughout his career. Previous to Clearbrook, held senior roles at Overture Investments and Lockwood Advisors, Inc. He began his career in the early nineties with Merrill Lynch's Consulting Group. Jon is a member of the American Foundation for the Blind's Board of Trustees. He received a BBA and MBA from Temple University and is currently pursuing a MLA at Harvard.