Growing up in North Andover, Massachusetts, Jon and his two younger brothers shared a very active, athletic childhood. Jon went to St. John’s Preparatory School in Danvers, Massachusetts, where he played football and lacrosse. Jon went on to play lacrosse at Bentley University, where he graduated with a double major in corporate finance and accounting, and liberal studies.
Prior to joining Heritage Jon worked at Raytheon as a financial analyst for various departments. Later, he became the principal policies and procedures analyst and was responsible for putting together the corporation’s quarterly financial statements. He also earned an MBA with concentrations in finance and management during this time from Bentley University, graduating with high distinctions.
When he was in college, Jon spent a summer working at a large wealth management firm. His mentor there instilled in him an interest and deep regard for the industry. After completing his MBA, Jon was looking to make a foray into wealth management when he discovered Heritage. As a wealth manager, Jon works closely with clients to simplify their finances and create a comprehensive financial plan to help them achieve their goals.
Jon is a quintessential family man. Most of his time outside of work is spent with his wife Julie and their children, Victoria and Christian, whom he coaches in a variety of sports.