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Jon Fults

Jon Fults

Partner at Jordan Park Group LLC

San Francisco, CA , United States

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

OrganizationRoleDate RangeDetails
Jordan Park GroupPartnerJan 2023 to Present
Jordan Park GroupSenior Vice PresidentJan 2022 to Dec 2022
Jordan Park GroupVice PresidentApr 2017 to Jan 2022
Goldman SachsFinancial Investment ProfessionalSep 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 GroupSenior AssociateFeb 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 ResearchAnalystJun 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

Economics
Financial Modeling
Valuation
Business Valuation
Financial Analysis
Corporate Finance
Data Analysis
Private Equity
Due Diligence
Mergers & Acquisitions
Finance
Analysis
Investments
Bloomberg
Risk Management
Venture Capital
Investment Banking
Econometrics
Microsoft Excel

Others at Jordan Park Group LLC (41)

NameRoleLocation
B
Bobby Palladino
Portfolio ManagerNew York, NY , United States
B
Brian Goncalves
Senior AssociateBeverly, MA , United States
Brian Lagrotteria
Brian Lagrotteria
PartnerSan Francisco, CA , United States
Camille Polster
Camille Polster
AssociateSan Francisco, CA , United States
C
Cassidy Bruner
AnalystCA , United States
D
David Salisbury
PartnerCA , United States
Emily Schiller
Emily Schiller
Vice President, ESG and Impact InvestingSan Francisco, CA , United States
E
Eric Miller
Vice President, Investment InfrastructureSan Francisco, CA , United States
George Lusch
George Lusch
PartnerLafayette, CA , United States
George Paxos
George Paxos
Senior AnalystNew York, NY , United States
Showing 1-10 of 41 team members

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