JR

Jon Rothbart

Principal

Jon Rothbart is the founder and CEO of BenFin.ai, an AI-powered platform designed to enhance client relationships for registered investment advisors. With a diverse background, Jon served as a veterinary surgeon from 1998 to 2002, an engagement manager at McKinsey & Company from 2004 to 2008, and held executive roles at AfroCentric Group and adMare BioInnovations. Additionally, Jon is the owner and director of client services at Barbarossa Investment & Advisory, where they provide strategic guidance to technology and education sector clients. Jon holds an MBA from RSM Erasmus University and completed a course at the University of Pennsylvania's Positive Psychology Centre.

Location

Canada

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