INVESTMENT OPERATIONS ASSOCIATE
Jon joined Pegasus Partners in 2022 as an Investment Operations Associate. In this role, Jon helps manage a wide variety of critical data that is used in family portfolio reporting, private investment reporting and asset allocation decisions.
Prior to Pegasus Partners, Jon interned at Northwestern Mutual, and Third Coast Succession. He also worked at HighCamp Compliance as an analyst supporting compliance consultants.
Jon has a BBA in Finance and a Certificate in Investment Management from the University of Wisconsin-Milwaukee.
In his free time, he enjoys being in the outdoors. The activities he enjoys the most are camping, hiking, and golfing.