Chartered Institute for Securities & Investment
Jon is part of our Investment Office, covering equity and fixed income investments across a range of sectors and countries. He is also part of the team that delivers Brown Shipley’s Structured Product offering. Jon has over 10 years’ experience in managing the investments of private clients, pensions charities and trusts. Jon is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI), a Chartered Wealth Manager, and holds the Chartered Financial Analyst (CFA) designation.