Jonathan Nickow, CFA®, CFP®
Principal, Advisor
Jonathan advises business owners and entrepreneurs, professional investors in the private equity, venture capital, real estate and hedge fund industries, and professional athletes and entertainers on all aspects of their complex financial worlds in a completely independent, straightforward, and unbiased manner. Jon focuses on being a fiduciary that is accountable and trustworthy, always putting client interests first. Prior to joining Summit Trail Advisors, Jon helped invest Northwestern University's $10+ billion endowment as an Investment Associate for the University's Investment Office. His primary focus included equity, fixed income, and hedge fund investment strategies. Jon began his career as an analyst on the manager research team at Grosvenor Capital Management, a fund of hedge funds headquartered in Chicago. In this role, he focused on underwriting investment managers, particularly those focused on US and European equity/credit and commodities strategies. Jon also serves on the junior board of BBF Family Services, whose goal is to enrich and improve the quality of life for underprivileged youth and their families in the Chicago land area. Jon is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ practitioner.
Education:
B.S., Accounting and Finance, Indiana University, Mitte Business Honors Program.