Team Member Details
About Me
Jonny joined Plancorp in September 2025 as an Investment Analyst, bringing a strong foundation in research and portfolio management. He earned his degree in Finance and Business Analytics from Indiana University in May 2024 and gained experience through internships at Plancorp and a private real estate firm before starting his career as a Senior Investment Analyst for an institutional asset manager. Jonny’s passion for evidence-based investing and his analytical mindset make him a valuable contributor to Plancorp’s investment team.
When he’s not at work, Jonny loves spending time outdoors. An avid outdoorsman, he grew up fishing in the Ozarks and hunting throughout the Midwest. In his free time, Jonny also enjoys golfing and cheering on his Hoosiers in football and basketball.
Education
- Indiana University, B.S. Finance and Business Analytics, 2024
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Recommended Resources
- Financial Planning for High-Net-Worth Divorces: A Practical Guide to Protecting Your Wealth and Your Future
- The Hidden Risks of a Single Stock Concentration—and How to Diversify Wisely
- How to Choose an Executor or Trustee for Your Estate
- How to Pay for Exercising ISOs or NSOs: A Guide to Your Funding Options
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