Jon Rich

Jon Rich, CFA, is an Investment Manager at Lumen Technologies, where they have managed the company's defined benefit and defined contribution assets for over seven years. They hold the Chartered Financial Analyst credential and have a strong background in investment manager research, due diligence, and strategy development in both fixed income and equity markets. Before this role, Jon served as an Associate National Bank Examiner at the Office of the Comptroller of the Currency and worked as a Real Estate Investor. A veteran of the United States Marine Corps, Jon developed strong leadership and analytical skills during their service. Jon earned an MBA from the University of Denver and holds a BBA in Finance and Economics from The University of Montana.