Jon is a member of RBC Brewin Dolphin’s national Charities team, with responsibility for the South and South West of England. As part of this role, he meets regularly with the other 7 regional heads to discuss strategy and objectives.
He also looks after investment portfolios for charities and trustees in the region, helping them to grow their income and investments so that they can fulfil their charitable objectives. A large part of his role is networking to find new charity clients, including hosting trustee training sessions and seminars.
Jon began his financial services career in 1999 with the investment managers Greig Middleton, which subsequently became Gerrard. He helped to set up the Exeter office of RBC Brewin Dolphin in 2004 and took on the role of Investment Manager, looking after portfolios for private clients. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.