As the Director of Private Investments, Jon is a key leader for the firm’s overall private investments strategy, working with clients to best shape their investment portfolios.

Prior to joining the Curi Capital team he worked as an Investment Analyst, and later as a Senior Investment Analyst at North Carolina State University. Jon spent several years before that as an Investment Research Associate with Captrust, in addition to being an Operational Analyst in Investment Banking at Credit Suisse.

He received a Bachelor of Science in Accounting and Information Systems at North Carolina State University. Jon has earned his CAIA charterholder designation.