Jon is an Executive Director of The Treasury Institute, an independent not-for-profit organization that promotes excellence in treasury and financial management through developing educational programs. In addition to his work with the Institute, Jon was a Managing Director and Group Head for Commonfund, an investment service provider to schools, universities, and other not-for-profit organizations. He had been with Commonfund for over 20 years in various investment and client service roles, including Head of Treasury/Short-Term Investments, the Investor Resource Client Service Group, the Strategic Treasury Solutions Team, and the Treasury Access Program. During his tenure at Commonfund, the firm has become a leader in treasury management. A major part of Jon's role is to promote educational programs and best practices for larger education institutions.
Prior to joining Commonfund in 1996, Jon was with MAS Funds overseeing Client Service Administration. He was responsible for a client service area of 14 professionals servicing over 700 clients with a total of $10 billion. Before entering investments, Jon was a Vice-President with CoreStates Bank, developing and marketing cash management services to the education industry. Over his ten years at CoreStates, he was the Relationship Manager for the bank's largest not-for-profit accounts, including Temple University, City of Philadelphia, and Commonfund.
Jon has been a faculty member with the National Association of College and University Business Officers (NACUBO), the Professional Development Group, the College Business Management Institute and has written articles for Robert Morris Associates, NACUBO, The Association for Financial Professionals' Journal of Cash Management, and Commonfund Institute. He has a B.A. from The Colorado College and an M.B.A. from Villanova University. Jon was a trustee of the Crozer Keystone Health System and a Finance Committee member of the Chester Community Improvement Project.