Jonathan Perry

CFO & Managing Director

HR & Business Operations

As Chief Financial Officer and Managing Director of Business Operations & HR, Jon is responsible for developing strategies that integrate the disciplines of finance, tax, treasury management, capital planning and administration for the firm. He is also responsible for all aspects of human resources, including resource planning, recruiting, hiring, employee relations, compensation, benefits and work environment. Jon has almost two decades of experience in the finance industry with a concentration in the investment management field.

Prior to joining TwinFocus, Jon spent 13 years as the CFO and Director of HR for a Boston-based SEC-registered investment advisory firm that was a wealth manager and also managed multiple alternative assets, including opportunistic private equity, venture capital, real estate and hedge funds.

Before that, Jon worked at a large Boston-based accounting firm in the assurance and business advisory services unit. His responsibilities included managing client relationships and audits within the registered investment advisory, retail, manufacturing, government and construction industries.

After receiving his bachelor’s degree in accounting from Villanova University, Jon worked for a local forensic accounting firm in Philadelphia. He was responsible for auditing small to large organizations, preparing corporate tax returns and participated in several fraud and bankruptcy investigations.