190 Buckley Drive Rockford , IL 61107

815.227.0300

Jonathan “Jon” Fuller serves as manager of portfolio strategy in our Rockford, Illinois, headquarters. He focuses on developing and refining investment strategies that align with client goals.

Jon began his career in financial services in 2017 after working in the Development and Alumni Relations office at Beloit College. He earned a bachelor’s degree in business economics from Beloit College and holds the Certified Investment Management Analyst^SM (CIMA®) designation.

When he’s not shaping portfolio strategies, Jon enjoys traveling, golfing, and walking with his wife and their dog. A passionate sports fan, he writes year-round for a fantasy football website.

Articles &
Media

Oil & Water: Why Geopolitics and Investing Don’t Mix

Embracing the Future of Portfolio Management: The Power of Savant Custom Indexing

Small but Mighty: International Small Value Stocks

Education &
Designations

Beloit College
Bachelor’s in Business Economics
Certified Investment Management Analyst^SM (CIMA®)

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