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.