Senior Managing Director
Jon leverages over 25 years of substantive financial experience and business acumen in his role as Senior Managing Director. Leading Stretto Deposit, Disbursement, and Escrow Services, he is responsible for maintaining the company’s long-standing financial-institution partnerships and expanding its national, UST-approved bank network. Jon oversees an established infrastructure of best-in-class technology and streamlined workflows, ensuring Stretto provides maximum efficiency in deposit and case management to its wide range of fiduciary clients. Recognized as a financial expert, clients value Jon’s deep industry expertise and practical guidance on best practices for cash management, while his colleagues regard him as an invaluable resource. Before joining Stretto’s team, Jon held operating partner roles at Monroe Capital LLC and Sun Capital Partners. He previously served as president of Kurtzman Carson Consultants and as a managing director in FTI Consulting’s Los Angeles office.