Jon Gussick

Jon Gussick, CFA, CFP®, has a diverse work experience in the finance industry. Jon has worked at The Mather Group as a Director of Investment Management since 2019. In this role, they support the development and application of portfolio and investment models, coordinates the implementation of financial planning and portfolio recommendations, and works closely with trading and advisory teams.

Prior to that, Jon worked at TIAA as a Portfolio Analyst from 2013 to 2019. Here, they conducted asset allocation studies, recommended investment solutions, and handled trade order entry and administration of custody account trades and performance.

Jon's earlier experience includes working as a Margins Analyst at Charles Schwab from 2008 to 2013. In this role, they analyzed credit risk for regulatory compliance, made financial recommendations based on findings, conducted research, and analyzed results.

Overall, Jon has a strong background in portfolio management, investment analysis, and risk assessment. Jon holds a Chartered Financial Analyst designation and is a Certified Financial Planner™. Jon obtained a BS in Business Administration from the University of Colorado.

Jon Gussick, CFA, CFP®, received a Bachelor of Science (BS) degree in Business Administration, Management and Operations from the University of Colorado Boulder - Leeds School of Business in 2007. Jon also holds additional certifications, including the CFP® from the CFP Board and is a Chartered Financial Analyst (CFA) from the CFA Institute. Jon has also obtained certifications such as the Series 63 and Series 7 from the Financial Industry Regulatory Authority (FINRA), as well as the State of Colorado Life and Health Insurance certification from the State of Colorado. The specific dates of obtaining these additional certifications are not provided.