Jonathan Gordon, CAIA

Investment Associate

Jon has over 13 years of experience in the financial services industry and is a member of the alternative investment research team at WE Family Offices. Prior to joining WE, Jon co-led Excelsis Research, an outsourced research firm, for three years. Prior to Excelsis, Jon was Head of Alternative Investment Research for CapTrust Advisors in Tampa, serving the research needs of institutions and ultra-high net worth families. Prior to CapTrust, Jon worked as an Institutional Consulting Analyst at Morgan Stanley Graystone Consulting. Jon received undergraduate degrees in Marketing and Finance from the University of South Florida. Jon is a holder of the Chartered Alternative Investment Analyst (CAIA) designation and has passed Level 1 of the Chartered Financial Analyst (CFA) program.

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