Jon is passionate about helping clients navigate the complexities and risks in the fixed income market. As the Head of Fixed Income Services, he is responsible for delivering fixed income solutions to both institutional and private clients at Bartlett. He focuses on relationship management and implementation of the firm’s fixed income strategies along with ongoing portfolio management.

Prior to joining the firm, Jon held the position as a Senior Fixed Income Portfolio Manager at Fifth Third Bank.

Away from the office, Jon is passionate about giving back to the community, whether through coaching youth sports or supporting school enrichment programs.

Jon joined Bartlett in 2024 and has over 20 years of investment experience.

History at Bartlett

• Joined Bartlett in 2024

Education

• University of Dayton, B.S. in Finance