J. Bresnen

Jon Bresnen, CFA

Senior Wealth Advisor & Senior Portfolio Manager

Cincinnati, OH

Jon, a Chartered Financial Analyst® (CFA) charterholder, is a senior wealth advisor and senior portfolio manager. In his role, he provides customized investment and wealth management solutions to individuals. Jon has particular experience in helping people transition to retirement and generating tax efficient retirement paychecks. He is a member of the CFA Institute and CFA Society of Cincinnati.

 

Prior to joining Mariner Wealth Advisors, Jon held several positions at Fifth Third Bank. Most recently, he was an officer and equity analyst responsible for stock selection in the industrials and information technology sectors. Prior to that, Jon was an external manager research analyst responsible for building the buy list of mutual funds, ETFs, and SMAs for private bank and institutional clients. As an associate portfolio manager, he worked with senior portfolio managers on high-net-worth client relationships to establish strategic asset allocations consistent with the investment policy statement.

 

Dedicated to the community, Jon is a board member at Catholic Charities Southwestern Ohio and is a member of the Cincinnati Parks’ Park Ambassadors Advisory Council. A native Cincinnatian, Jon graduated from LaSalle High School and the Ohio University with a bachelor’s degree.