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Jon Lacey

Portfolio Administrator

Jon works on the Client Service Team at B|O|S.

Prior to joining B|O|S, Jon worked as an Equity Trader at ClearBridge Investments and JPMorgan. Jon is currently pursuing the Certificate Program in Personal Financial Planning at the UC Berkeley Extension.

Jon lives in Marin County with his family.

Education
  • BA in Religion, Wesleyan University
  • Certificate in Social Sector Leadership, University of California, Berkeley
Highlights
  • Jon is a Chartered Market Technician
  • Past President of San Francisco Security Traders Association
  • Member of the Market Technician’s Association
  • Member of the San Francisco Security Traders Association
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