Jon Burdick

Jon Burdick, CFA, MBA, currently serves as a Senior Financial Analyst at Equality Health since February 2020. Previously, Jon worked as a Senior Associate at StepStone Group and held various roles including Valuation Specialist at Pension Benefit Guaranty Corporation, where expertise in hard to value assets led to over 85 completed pension plan valuations. At Columbia Capital, Jon improved valuation reporting procedures for numerous portfolio companies and automated equity waterfalls using Excel models. Earlier experience includes managing corporate planning at SunRocket, where significant capital was raised, and executing over $200 million in valuations at BIA Financial Network, focusing on media and telecom. Jon began a career in investment banking at Friedman, Billings, Ramsey & Co., Inc., contributing to transactions exceeding $2 billion. Jon earned an MBA in Finance from William & Mary and a BBA from Roanoke College.