Jon Kotecki MBA, CFP® is a seasoned financial professional with extensive experience in portfolio management and financial advisory roles. Currently serving as Sr. VP - Portfolio Manager at Frost Bank since October 2018, Jon previously held the position of Vice President Sr. Financial Advisor at Citi, where management of a book with 450 clients and over $250 million in assets under management was a key responsibility. Jon's career began with a foundation in financial planning at firms such as USAA, ING, and Ameriprise Financial, while also possessing diverse experience in project management and consulting from roles at RFG General Contractors, Proudfoot Consulting, Stadtech, Inc., and IBM Global Services. Jon holds an MBA in Consulting from HEC Paris and a BS in Math and Computer Science from Wheaton College.
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