Jon Fonash

Jon Fonash has a diverse work experience in the financial industry. Jon started their career as an Associate Planner at New England Financial in 2005, where they supported senior planners in selling and operationally supporting annuities, managed accounts, and brokerage accounts. In 2007, they joined Pershing as a Vice President, managing the Managed Client Services Department and overseeing operations and risk management functions. Jon then moved to Capital One in 2014 as a Product Consultant Managed Investments, where they were responsible for product administration on the Envestnet platform and driving advisor adoption and sales growth. Currently, Jon serves as the Vice President and Director of Advisory Platform and Strategy at Infinex Financial Group, where they focus on investment and insurance products and services.

Jon Fonash attended Widener University from 2001 to 2005, where they studied Business Administration and Management. Jon completed their Bachelor of Science (BS) degree in this field of study.