Jon Beadles, CFA, CIPMManaging Director - Trust

Jon Beadles, CFA, CIPM has been working in Investment Performance at First Rate since 2008. He is responsible for managing the strategic direction of the First Rate Turnkey Department, which is focused on supporting clients under $5 Billion in AUM whose performance needs are standardized. Streamlining implementations and auditing solutions while providing excellent customer service are key differentiators for the team.

Jon attended Texas A&M University, where he studied Business and Economics. Prior to managing the Turnkey team, he was highly regarded as an expert-level analyst in the field of Investment Performance, and he is also a CFA and a CIPM charter holder.

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