Partner

Work Life

Jon serves as an adviser to wealthy families and foundations and has been an active investor since his early teens. Before founding Cruden Bay Investment Management, Jon managed high net worth portfolios at Morgan Stanley.

Experience & Know How

A voracious reader, Jon counts over 150 books on investing as finished on his bookshelf. His investment philosophy is based on the works of Warren Buffett, Jean Marie Eveillard, Eugene Fama (Nobel prize in Economics) and Benjamin Graham.

Jon holds a B.S. in Finance from the University of Colorado.

Away From the Office

Jon enjoys playing golf and traveling. He has participated in the Man Of War Project, which studies the effects of equine therapy on PTSD sufferers. He is also a proud supporter of the Navy SEAL Family Foundation and Kiva. He is also a sponsor of The Herson Family Lecture series in Cardiovascular Disease at Cedar Sinai Medical Center.