Jonathon Fellows, CFA
Managing Director
Jon specializes in providing extensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon is a member of the firm’s Discretionary Committee, Investment Committee and Capital Markets Team.
Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin.
Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
