Jonathon A. Bresnen, CFA
Senior Wealth Advisor & Senior Portfolio Manager
Jon, a Chartered Financial Analyst (CFA) charterholder, is a senior wealth advisor and senior portfolio manager. In his role, he provides customized investment and wealth management solutions to individuals. Jon has particular experience in helping people transition to retirement and generating tax efficient retirement paychecks. He has over eight years of experience in the financial services industry and is a member of RiverPoint’s wealth planning committee. Jon is a member of the CFA Institute and CFA Society of Cincinnati.
Prior to joining RiverPoint, Jon held several positions at Fifth Third Bank. Most recently, he was an officer and equity analyst responsible for stock selection in the industrials and information technology sectors. Prior to that, Jon was an external manager research analyst responsible for building the buy list of mutual funds, ETFs, and SMAs for private bank and institutional clients. As an associate portfolio manager, he worked with senior portfolio managers on high-net-worth client relationships to establish strategic asset allocations consistent with the investment policy statement.
A native Cincinnatian and west sider, Jon graduated from LaSalle High School and resides in Harrison, Ohio. He graduated Magna Cum Laude from Ohio University with a Bachelor of Arts degree and business administration minor.
Dedicated to the community, Jon is a board member at Catholic Charities Southwestern Ohio and is a member of the Cincinnati Parks Foundation Emerging Leaders. He is a parishioner at St. John the Baptist Dry Ridge and coaches youth sports there as well.