Seventeen years investment experience. Jon joined Clearbrook in September, 2009 and is the Portfolio Manager for Clearbrook’s Multi-Asset Class Portfolios. He has extensive experience in both managing and performing due diligence on investment portfolios. Prior to Clearbrook, Jon served as Chief Investment Officer at Emergent Investments. He has also held senior positions at Overture Investments and Lockwood Advisors, Inc. He received a BBA and an MBA from Temple University. Jon holds a Series 65 license.