Jon McCumber, CFA
Managing Director, Wealth Advisor
Jon McCumber serves as Managing Director, Wealth Advisor with Cresset’s Chicago office. Jon provides holistic advice across his clients’ balance sheets and develops custom-tailored investment portfolios. He designs portfolios to satisfy unique financial plans and take advantage of opportunities when they arise. Jon’s passion for great client experiences and long-term financial success complements Cresset’s client-centric approach to wealth management.
Prior to joining Cresset, Jon was an Executive Director and Investment Specialist with J.P. Morgan Private Bank in Chicago, serving business owners, entrepreneurs, corporate executives, financial professionals, and real estate investors. In this role, Jon developed investment portfolios designed to help meet clients’ immediate spending needs, achieve long-term growth objectives, and accomplish wealth transfer strategies. Before that, he was a Research Associate with William Blair & Company, focusing on small and mid-sized technology investments.
Jon earned a BA in Economics from Pomona College. He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and CFA Society of Chicago. He is married with two children and lives in Chicago’s Lincoln Square neighborhood.