Jon Hearn
Director of Investor Relations at Columbia Pacific Advisors, LLC- Claim this Profile
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Bio
Credentials
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Series 7 & 63
FINRA
Experience
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Columbia Pacific Advisors, LLC
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United States
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Investment Management
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1 - 100 Employee
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Director of Investor Relations
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Nov 2022 - Present
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Key Private Bank
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United States
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Banking
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200 - 300 Employee
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SVP, Wealth Advisor
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Feb 2019 - Jul 2022
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Harding Loevner LP
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United States
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Investment Management
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1 - 100 Employee
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Institutional Marketing Manager
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Jul 2011 - Dec 2018
Responsible for institutional sales & marketing efforts on the West Coast; with particular focus on private wealth advisors, bank trusts, family offices and regional consultant relationships. Responsible for institutional sales & marketing efforts on the West Coast; with particular focus on private wealth advisors, bank trusts, family offices and regional consultant relationships.
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Genesee Investments
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Bellevue, WA
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Managing Director
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2006 - 2010
Led sales and marketing efforts for hedge fund strategies; with particular focus with consultants and broker dealer platforms. Led sales and marketing efforts for hedge fund strategies; with particular focus with consultants and broker dealer platforms.
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WHV Investments, Inc.
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United States
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Investment Management
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1 - 100 Employee
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Vice President
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2004 - 2006
Responsible for business development efforts throughout the Pacific Northwest; with particular focus on select private wealth advisors, family offices and philantropic organizations. Responsible for business development efforts throughout the Pacific Northwest; with particular focus on select private wealth advisors, family offices and philantropic organizations.
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BMO Private Wealth
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Canada
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Financial Services
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700 & Above Employee
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Vice President
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2002 - 2004
Led private wealth and client management services in the PacWest; focus on Philanthropic and family office relationships. Led private wealth and client management services in the PacWest; focus on Philanthropic and family office relationships.
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Russell Investments
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United States
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Financial Services
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700 & Above Employee
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Regional Director
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2000 - 2002
Responsible for Institutional sales for the the mid-West; specific focus on retirement assets for small to mid-size organizations. Responsible for Institutional sales for the the mid-West; specific focus on retirement assets for small to mid-size organizations.
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Sutro
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Newport Beach, California, United States
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Vice President
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Mar 1997 - Mar 1999
Private Wealth Private Wealth
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Education
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Arizona State University
BS, Economics -
University of Oregon
Accounting and Finance