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Jon S. Fiorvanti

Fioravanti-Jon

Jon began his career in investment management in 1999 when he joined Pitcairn Trust Company as an Account Manager with responsibilities of managing equity strategies for clients.  In 2001, he became an Equity Research Analyst where he was responsible for performing fundamental equity research in several industries for the Pitcairn proprietary strategies.  In addition, he served as a Portfolio Manager where he was integral in developing and managing investment strategies that utilized exchange traded funds and individual securities to achieve global diversification.  In 2009, Jon began serving as a consultant to clients providing expertise in investment manager due diligence, investment performance calculation, and hedge fund fee analysis.  In 2012, Jon joined National Penn Investors Trust Company as a Portfolio Manager and serves as a member of the investment committee.

Jon graduated from Temple University with a B.B.A. in Accounting and from LaSalle University with an M.B.A. in Finance.  He is a member of the CFA Institute and CFA Society of Philadelphia and is currently a Level 2 CFA candidate.  For the CFA Society, Jon serves as Board Secretary, is a member of the Executive Committee and Co-Chair of the Community Outreach program.  In 2009, he became a member of the Financial Advisory Committee for Warwick Township, PA.


Phone: 215.606.9032 Fax: 215.606.9382
Address: Philadelphia, PA

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