Jon Roberts is a seasoned financial professional currently serving as a Director at Carl Marks Advisors, a position he has held since January 1997.
Based in the United States, Jon brings extensive experience and expertise to his role, contributing significantly to the firm's advisory services.
In addition to his directorial responsibilities, Jon also holds the position of Chief Compliance Officer at Carl Marks Securities LLC, a role he has been fulfilling since October 2020.
His long-standing tenure and dual roles underscore his deep commitment and integral presence within the organization.