Jon Lake Email and Phone Number

Jon began his investment career at Lebenthal and Company in 1985, as a fixed income trader. He was later recruited by Tucker Anthony, where he focused on high net worth fixed income sales. Jon expanded his fixed income role to include institutional clients when he joined Prudential Securities in 1994. While at Prudential Securities, Jon’s product concentration included Municipals, Corporate Bonds, Mortgage Backed Securities, and Government Agency Notes.In 2000, Jon joined Constitution Capital Corporation as a Managing Director, Fixed Income Portfolio Manager. His primary responsibility was the oversight and management of the firms fixed income investments, which included individuals, corporations, and institutional accounts.Prior to joining Morgan Stanley, Jon spent 6 years as Director of Fixed Income Sales at RBC Capital Markets.Jon currently resides in Westport, Connecticut and seasonally in Palm Beach, with his wife Judi of 23 years and his 3 children.