Jon serves as the Chief Compliance Officer at Piton. He also serves as the Chief Compliance Officer of Legacy One Financial Advisors. Previously, he spent over 20 years as the Chief Compliance Officer of Halbert Wealth Management, an SEC registered Investment Advisor located in Austin, TX. Prior to Halbert Wealth Management, Jon served as Vice President and Chief Operating Officer of Sterling Trust Company. As CCO of Piton, Jon is responsible for ensuring the firm stays in compliance with all the applicable regulatory requirements of the Securities and Exchange Commission as well as other relevant regulatory agencies. This includes the ongoing filing requirements, as well as developing, reviewing and supervising the processes and procedures necessary to comply with regulations. He graduated with a B.B.A. in Finance from Sam Houston State University.