This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall Street

This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall Street

Full Name: Jon Knotts

Title: Chief Investment Officer, Expressive Wealth

AUM: $130M

Website: https://expressivewealth.com/

Bio:

With over three decades of experience in investment, Jon’s career is marked by roles as a stockbroker, financial product creator, and stock research developer. His expertise in quantitative, fundamental, and technical analysis was honed at esteemed firms like Benzinga, Zacks Investment Research, and Prophet.net (now part of Schwab).

At Benzinga, Jon contributed to launching a successful stock analysis product, providing over 2600 recommendations to individual investors. During his 20 years at Zacks, he played a key role in establishing it as a leading figure in fundamental research and quantitative analysis. As Senior Vice President of Operations & Product Management, he led the creation of innovative financial websites and subscription-based products, collaborating with industry giants like Fidelity and TD Ameritrade.

Outside the corporate world, Jon serves as a Professor of Finance at North Central College, emphasizing the importance of personal finance and investing. He founded Fiscal Investor, a platform offering personalized investment strategies, bridging the gap between individuals and complex financial markets.

Jon holds a Master of Science in Financial Markets & Trading from the Illinois Institute of Technology and a Bachelor of Arts in Finance from Ball State University. His academic background complements his pragmatic investment approach, blending theoretical knowledge with real-world application.

Throughout his career, Jon has remained dedicated to helping investors reach their potential, aligning with the ethos of Expressive Wealth. His contributions to finance and education reflect his commitment to excellence and empowerment in investment.