You're signed outSign in or to get full access.
About
Jon Fults is a Partner at Jordan Park Group, a San Francisco-based multi-family office, where he serves as Head of Investment Management. In this capacity, he oversees the firm’s endowment-style multi-asset class investment strategies, working with high-net-worth individuals, families, and foundations. His responsibilities include designing portfolio asset allocations and leading the firm’s investment due diligence and risk management functions.
Fults’s expertise spans private equity, venture capital, and alternative investments, with a strong emphasis on multi-asset portfolio construction and analysis. He has played a significant role in implementing innovative investment approaches that align with clients’ long-term objectives, particularly in areas such as private markets and institutional-quality asset classes.
Prior to becoming Partner in 2023, Fults advanced through key leadership roles at Jordan Park since its founding in 2017, previously serving as Senior Vice President and Vice President. Earlier in his career, he was an investment professional at Goldman Sachs Private Wealth Management and held analytical positions at both Finance Scholars Group and Cornerstone Research. Fults holds a BS in Management from Brigham Young University and is a CFA charterholder, demonstrating deep capability in financial modeling, business valuation, and economic analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Partner | Jan 2023 to Present | — |
| Jordan Park Group | Senior Vice President | Jan 2022 to Dec 2022 | — |
| Jordan Park Group | Vice President | Apr 2017 to Jan 2022 | — |
| Goldman Sachs | Financial Investment Professional | Sep 2013 to Apr 2017 | Managed multi-asset class portfolios on behalf of institutions and high net worth families across totaling over $12 billion in assets under management. |
| Finance Scholars Group | Senior Associate | Feb 2013 to Aug 2013 | Performed financial, economic, and statistical analyses for expert testimony in litigation. Built and maintained financial models, synthesized vast amounts of data into cogent analyses, developed and ... |
| Cornerstone Research | Analyst | Jun 2011 to Feb 2013 | Involved in projects across a wide variety of industries dealing with issues across the disciplines of econometrics, finance, valuation, and accounting, for the purposes of preparing expert witnesses ... |
Education
Brigham Young University
2005 — 2011
Skills & Expertise
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Partner | Lafayette, CA , United States | |
| Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Chief Portfolio Manager | Whittier Trust Co. | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Whittier Trust Co. | Alhambra, CA , United States |
| Investment Associate | Sepio Capital, LP | United States | |
| Investment Associate | Sepio Capital, LP | Provo, UT , United States | |
| President and Chief Investment Officer | Brandywine Trust Co. | New York, NY , United States | |
| Investment Associate | Brandywine Trust Co. | New York, NY , United States |