Jon Lopresti

Jon LoPresti has extensive work experience in the financial industry. Jon is currently the Managing Director at Umergence, a position they have held since January 2023. Prior to this, they served as the M&A Committee Chair and Board Member at PreIPO.com from November 2022 to January 2023.

From March 2022 to December 2022, Jon worked as a Vice President and Banker at J.P. Morgan Private Bank. Before that, they worked as a Financial Advisor at Morgan Stanley from March 2016 to March 2022.

Earlier in their career, Jon held roles such as Senior Financial Advisor at Merrill Lynch from February 2011 to March 2016, Financial Advisor Associate at Morgan Stanley Smith Barney from April 2010 to February 2011, and Financial Consultant at AXA Advisors, LLC from August 2009 to March 2010.

Jon LoPresti's education history includes attending the College for Financial Planning from 2011 to 2014. Jon also studied Finance and Financial Management Services at Kaplan University from 2006 to 2007. In addition, Jon attended the Taipei Language Institute from 2001 to 2002.