Jon Larsen Email and Phone Number

Discretionary multi-asset class investment manager of endowment and foundation portfolios, qualified retirement plans as well as corporate excess cash reserves. Serve as 3(21) and 3(38) advisor for 401(k) plans. Accountable for the retention and growth of assets by achieving client investment performance goals and delivering superior client service.

• Responsible for the relationship management of separately managed equity portfolios including Emerging Markets, International, Global, and International Small Cap strategies• Serve as senior liaison between firm and global client base including public funds, corporate pensions, sovereign wealth funds, endowments, and sub-advisory relationships • Facilitate the ongoing coordination between portfolio management, compliance, risk, operations, and trading groups to meet client needs and to provide timely issue resolution • Host quarterly portfolio reviews and due diligence meetings with the portfolio management team• Produce comprehensive monthly/quarterly performance and portfolio attribution reports, product commentaries, and macro updates • Coordinate new client on-boarding process and manage redemption requests• Maintain client documents including IMA, IPS, P-Note agreements, fee schedules, restricted security lists• Partner with marketing team to grow AUM and expand existing relationships

• Created multi-asset class, open-architecture investment portfolios for prospects including corporate DB/DC plans and non profit organizations• Met with plan sponsors to review investment strategies, manager performance, recommend portfolio solutions, and manager additions/removals. • Led new business development initiatives with bank partners for cross selling opportunities

• Developed, proposed, and implemented investment strategies using an open architecture platform across equity, fixed income and alternative asset classes to achieve client’s performance goals set forth in their IPS• Managed 80 diverse institutional relationships throughout FL and TX with AUM of appr. $600M with average annual revenue of $4M• Responsible for the portfolio management of mid-market corporate DB/DC plans, Florida municipal pensions, endowments, foundations, and cemetery trust portfolios• Conducted quarterly and annual portfolio reviews to discuss investment strategy, portfolio performance, asset allocation positioning as well as manager addition/deletions• Led due diligence reviews for certain external asset managers on companywide investment platforms and recommend the continuation or termination of services based on quantitative and qualitative analysis• Partnered with sales team during full RFP cycle and represent investment proposals/strategy during new business finals• Ranked 1st among SunTrust Investment Manager team in 2009 with $301,000 annualized new revenue

• Teamed with Financial Advisory group to service the investment needs of approximately 2,000 clients spanning 29 branch territories in Central Florida• Executed securities transactions while ensuring strict FINRA compliance standards• Researched and analyzed client stock and mutual fund positions and assist investment team with strategy decisions• Coordinated and tracked cross sale efforts across wide range of Bank products and capabilities

• Member of investment team dedicated to Schwab’s HNW client base for qualified and non qualified retail portfolios• Reviewed portfolio characteristics and advised clients on best solutions based on client objectives, risk tolerances and market environment• Provided solutions to client requests by utilizing full suite of Schwab investment products and capabilities• Attained FINRA Series 7 license