Albion clients depend on Jon Larsen’s exceptional attention to detail. His commitment to portfolio accuracy comes from a genuine interest in the wellbeing of each client. Jon’s broad understanding of economics provides a sound foundation for the equity and fixed income portfolios he designs.
An experienced investment strategy instructor and account manager, Jon is a strong contributor to any discussion on portfolio structure. He is passionate about understanding the interlocking dynamics of financial markets in an effort to find appropriate opportunities.
Jon brings over 14 years of market knowledge to every portfolio he manages. Before joining the Albion Team, he was a trader and supervisor for Fidelity Investments. While at Fidelity, he helped in the training and oversight of the trading group and worked directly with market makers to ensure better trade executions. Jon was recognized as one of the top contributors to Fidelity and received Fidelity’s top trader award in 2003.
While attending the University of Utah, Jon tutored children at the homeless shelter and competed on the Snowbird Freestyle Ski Team. When not in the office, Jon enjoys skiing, mountain biking, and boating.