Jon graduated in May 2006 from The Pennsylvania State University with a B.S. in Finance and a minor in Economics. As a student in the Smeal College of Business at Penn State, he was an active member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy Sector. Jon is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.
Jon Sobotkin
Partner
Blue Bell Private Wealth Management
United States, Pennsylvania, Lansdale
About Me
Profile Information
Partner
Blue Bell Private Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lansdale
Pennsylvania
United States
Aug 20, 2024
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