With many decades of experience as a financial partner, Jon currently serves as a Private Wealth Advisor with the UBS Private Wealth Management Group, based in Chicago with local offices in Birmingham and Detroit. This select group of financial advisors is accredited with comprehensive skills critical for serving the needs of ultra-high net worth clients and their families. Jon is located in the Birmingham, Michigan UBS Private Wealth Management office.
Throughout his career, Jon has developed extensive personal experience servicing a small select group of multigenerational, ultra-high net worth families, specializing in business owners, family offices, family foundations, endowments, and corporate executives. Dedicated to understanding the complexities of his client’s arenas, Jon’s personal accessibility and commitment to service are the cornerstones of each of his relationships.
Jon earned a BA in Economics at Albion College. He is a member of the Investment Management Consultants Association and has served on various strategic leadership and industry advisory councils. Jon has also studied industry advanced economic and management theory in Executive courses at Harvard, Princeton, and Wharton.
Jon for many years has been effectively active in his church and with his charitable giving and donations of time. While serving as an advocate for many local charities and foundations, Jon has also participated in mentoring inner city children by fostering their development through their high school years and beyond.
He and his wonderful wife, Betsy, have three beautiful children Lea, Jon, and Dan and amazing grandchildren, Orlando and Rosie. A member of Oakland Hills Country Club, Jon enjoys his summers there and on Walloon Lake. Jon and Betsy currently reside in Bloomfield Hills, Michigan.
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
