As Managing Pincipal of Marzano Capital Group, Jonathan (Jon) is responsible for overseeing the strategic direction of the firm. A 20 plus year veteran of the industry, Jon’s work with Marzano Capital Group is based around his core belief in a straightforward and simplistic approach to the investing process.
The desire for continued education and personal growth coupled with a strong work ethic drives me to constantly review and refresh our process in the office. We have to continue to learn, as the industry evolves, in order to best serve our clients and their families.
Our goal is to create the most predictable financial outcomes we can for our clients and that comes from good communication, which is where we take the lead. These beliefs provide the foundation upon which Marzano Capital Group has been built. Jon began his career in financial services after graduating college in Charlotte, NC. First as a financial analyst for a Private Equity firm, then as a Financial Advisor for a national firm.
After seeing the industry from the corporate side, Jon and his father sought out a new challenge and joined Marzano Capital Group in 2005 to offer clients advice free from big corporate America. Marzano Capital Group has grown from having two financial advisors to having multiple financial advisors and a talented pool of upcoming associates.
Outside of work, Jon is dedicated to growing and improving the communities that his clients live and work in. Jon has been involved with numerous nonprofit organizations and has served on too many boards to list by name. Jon and his wife Kimberly have two adult children, Kaeley and Carter and two dogs in the family, Charlie and Cooper.