Jon is engaged in all aspects of PCE’s investment banking practice including buy-side and sell-side engagements, recapitalizations, ESOPs and general corporate advisory. Jon plays a key role in providing financial analysis, modeling transaction alternatives and evaluating business ownership capital structures to further client goals.
Prior to joining PCE, Jon worked as a treasury analyst to facilitate a securitized asset-backed debt issuance program for a large privately owned automotive firm. Jon’s years of experience in both corporate and investment treasury enables him to deliver insight into structuring and financing M&A transactions.
Jon also worked with an industry leading hedge fund of funds as a Risk Specialist where he gained extensive experience researching and modeling a variety of financial securities and investment strategies.
Certifications & Affiliations
FINRA Series 79 Securities License
DePaul University, Bachelor of Arts in Economics, Minor in Community Services Studies
DePaul University, Master of Science in Economics: Economic Policy Analysis
PCE Investment Bankers, Inc. - member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC