Chief Operating & Financial Officer
As Chief Operating & Financial Officer and a member of the firm’s executive team, Jon oversees the internal operations of the firm and is primarily responsible to drive the continued effort to deliver an effective, timely and up-to-date compliance platform to our clients. Jon also oversees the financial reporting and HR functions at CCS.
Jon has spent nearly 20 years in the financial services and asset management industry. Most recently, Jon served as Chief Operating & Compliance Officer of Fortis Advisers, LLC, an investment adviser connected to a family office platform. Prior to that, Jon was a senior manager in the mutual fund practice at Tait Weller. Before joining Tait Weller, Jon served as CCO for a fixed income investment manager in the Philadelphia region for nearly 2 years. For the first half of his career, Jon spent 11 plus years in the asset management assurance practice at Ernst & Young in their Philadelphia and New York Offices.
Jon earned a B.S. in Business Administration – Accounting from Lehigh University. He is also a Certified Public Accountant (PA) and is a member of the PICPA and AICPA.
During his time away from CCS, Jon enjoys spending time with his wife and three children. He is an avid Philadelphia Eagles fan and also enjoys coaching youth baseball and basketball.