Our Team

Rewarded by Long-Standing Relationships

Jonathan Mack

Director, Operations

Private Wealth Advisor


Jon brings extensive operational experience and a sound understanding of the culture of the markets to the team. He graduated from Penn State University in 1996 with a Bachelor’s degree in Business Administration. In addition, he holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.  Jon is focused on actively managing a unique sector of our client segment and cultivating new relationships.  He also supports our groups operational and technology efforts.

Jon is civic-minded and served his community as the Mayor of Coopersburg, Pennsylvania for more than eight years. In addition, Jon enjoys spending time with family, golfing and being a basketball referee in local kids’ school and recreation leagues.

Team Members