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Jon graduated from Loughborough University in 2008 with a BSc (Hons) in Mathematics, Accounting and Financial Management and joined AXA Framlington’s UK equity team as a Junior Private Client Portfolio Manager shortly after. Jon joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth, where he led the AIM IHT Portfolio Service and broader UK equity offering since 2013. He is a CFA charterholder and has a Diploma in Professional Studies, and holds the Investment Management Certificate. He is also a Chartered Member of the CISI and in 2015 was named in Citywire’s Top 30 under 30 Wealth Managers.