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.