Areas of expertise
Private client investment management; aerospace and defence sector analyst; UK growth sector analyst.
Experience
Jon has a varied client base, managing investments for private clients, pension funds, trusts and charities, both onshore and offshore.
He joined Smith & Williamson in 2004, moving from JPMorgan where he worked as an equity research analyst.
Professional qualifications/memberships
Fellow of the Chartered Institute for Securities & Investment (CISI). First class masters in business studies from Edinburgh University.