As Chief Financial Officer and Managing Director of Business Operations & HR, Jon is responsible for developing strategies that integrate the disciplines of finance, tax, treasury management, capital planning and administration for the firm. He is also responsible for all aspects of human resources, including resource planning, recruiting, hiring, employee relations, compensation, benefits and work environment. Jon has almost two decades of experience in the finance industry with a concentration in the investment management field. Prior to joining TwinFocus, Jon spent 13 years as the CFO and Director of HR for a Boston-based SEC-registered investment advisory firm that was a wealth ma