CoverProfile

Jonathan Nolan

Principal, Vice President - Investment Consulting Services

Francis LLC

United States, Wisconsin, Milwaukee

About Me

Jon serves as Vice President – Investment Consulting Services for Francis Investment Counsel, with coverage of both investment managers and global capital markets. Relying on both quantitative tools and in-depth qualitative due diligence Jon provides recommendations on existing and prospective investment managers and contributes to manager searches, asset allocation optimizations, and client portfolio management. Jon graduated from the Marquette University Applied Investment Management Program with honors earning a Bachelor of Science in Business Administration and holds the Chartered Financial Analyst (CFA) designation.

Profile Information

Principal, Vice President - Investment Consulting Services

Francis LLC

Investment Team

Investor

Consultant

Milwaukee

Wisconsin

United States

Oct 1, 2025

More profiles to browse

Profile Photo
Dave Mandel
Vice President- Investment Consultant, Regional Director
Profile Photo
Joseph Topp
Principal, Vice President - Investment Consulting Services
Profile Photo
Kelli Send
Co-Founder, Principal & Senior Vice President
Profile Photo
Kevin Skow
Vice President Retirement Plan Consultant, Regional Director

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation