Jonathon A. Bresnen, CFA®
Senior Wealth Advisor & Senior Portfolio Manager
Jon Bresnen is a senior wealth advisor and senior portfolio manager. In his role, he provides customized investment and wealth management solutions to individuals, foundations and endowments. He is a Chartered Financial Analyst® (CFA®) charterholder and has nine years of experience in the financial service industry. Jon has experience helping people transition to retirement and creating a retirement paycheck. He 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 a stock analyst and officer responsible for stock selection in the industrials and information technology sectors.
Prior to that, Jon was an external manager research analyst, responsible for creating 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 highnet-worth client relationships to establish strategic asset allocations.
Jon graduated Magna Cum Laude from Ohio University with a Bachelor of Arts degree. Jon taught a financial literacy course for several years to grade school students.