Jon joined Clearbrook in 2009. In addition to heading up the firm’s ESG efforts, Jon is currently responsible for consulting to high-net-worth individuals, endowments and foundations, and pensions. Jon has held senior investment positions in ESG research, portfolio management and manager research throughout his career. He has worked at Emergent Investments as CIO, a Managing Director at Overture Investments, Lockwood Advisors, Inc. as a former partner and portfolio manager, and performed manager due diligence for Merrill Lynch’s Consulting Group. Jon received a BBA and MBA from Temple University and is currently pursuing a MLA at Harvard. Jon has 27 years of investment experience.
