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Jon Persson, CFP

A financial planner with over 30 years of experience, Jon Persson leads
personal financial planning operations and serves on the Investment Committee of Geller Family Office Services LLC.

Prior to joining Geller, Jon headed the financial planning team in the United
States for the Citigroup Private Bank. Previously he managed a CIGNA
Financial Advisors financial planning office and led his own registered
investment advisor firm. Throughout his career, Jon has led business
development efforts, met the planning needs of clients and developed software
and systems for enhanced advisor productivity.

He received a BA in economics from the University of Pennsylvania and is a
Certified Financial PlannerTM practitioner, a Chartered Life Underwriter and a
Chartered Financial Consultant.

Jon can be contacted at jpersson@gellerco.com or (212) 583-6248.