Jon Schotz

Co-Managing Partner, Co-Portfolio Manager at Saybrook Fund Advisors

Jon has more than three decades of distressed investing and financial advisory experience. In 1990, Jon co-founded Saybrook Capital. He served as the financial advisor for several municipal credits including the Orange County Investment Pool Creditors’ Committee, Staples Center, and Disney’s California Adventure. In 2000, building on the experience and network developed in his advisory work, Jon initiated the strategy of investing in distressed municipal credits in a private equity fund structure. The Saybrook Fund Advisors team has successfully raised and invested six funds over two decades, leading workouts in sectors spanning the municipal market.

Prior to founding Saybrook, Jon was Executive Vice President, a member of the Management Committee and member of Board of Directors at Ehrlich Bober & Co.

Jon received his BA and MPPM degrees from Yale University. He is also a member of the Board of Advisors at the Yale School of Management and a member of the California Society of Municipal Analysts and the National Federation of Municipal Analysts.

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Timeline

  • Co-Managing Partner, Co-Portfolio Manager

    Current role