ABOUT
Jonathan Ferguson, CFA is the Chief Investment Officer and Co-Managing Partner Alexandria Capital and oversees wealth advisory, investment strategy, and operational activities. Jon has dedicated most of his 30+ years in the financial services industry leading independent, research- and investment-oriented firms providing fiduciary solutions to high-net-worth clients.
Jon was previously the President of FIC Capital, Inc., an SEC registered advisor providing institutional-caliber research and investment management for high-net-worth clients. Prior to FIC Capital, Jon worked in research at Merrill Lynch Investment Managers, Credit Suisse First Boston, and Schroders. Outside of work, Jon enjoys connecting with people in our communities, mentoring the next generation, and assisting & providing guidance to small businesses and startups. Jon has served on the Boards of the Arc of Westchester (including its Foundation) and the Princeton Junior Tigers.
In his free time, Jon enjoys time with family, enjoys reading, exploring, tinkering and regularly volunteers as a youth hockey coach mentoring and developing young players. Jon is married and has three kids, and enjoys spending time with family and friends outdoors, indoors, playing, sharing, and laughing. Jon earned an MBA in Finance from New York University’s Stern School of Business, and a Bachelor of Science in Economics and a Bachelor of Arts in Mathematics from Binghamton University.
I am a great listener. I enjoy learning. At heart, I am curious and a problem solver. I am passionate about research, discovering new insights, and investing. Most of all, I am a dedicated advocate for family, friends and clients and endeavor to earn your trust and confidence every day. One of the most rewarding aspects of my career has been getting to know so many wonderful people and being able to develop solutions and approaches that help make their vision a reality.
Thanks to Jonathan Ferguson, the CIO/Managing Director, hiring people who meet his professional standards, we have been able to work with a group of very talented individuals throughout our long relationship with Alexandria Capital.
- PETER G.
The relationship with Alexandria Capital began approximately 15 years ago and has proved to be a profitable and stellar partnership. Thanks to Jonathan Ferguson, the CIO/Managing Director, hiring people who meet his professional standards, we have been able to work with a group of very talented individuals throughout our long relationship with Alexandria Capital. Our team is led by Bryan Keane, SVP and he is supported by Elizabeth Kavanagh and Miki Kim. They have met or exceeded all our expectations over the years we have been working with them. The reason why is that they ask the right questions, LISTEN to our answers/thoughts and then provide well-thought-out options/solutions to get things done. All key ingredients for building a solid and positive client partnership.
- PETER G.
Disclaimer: Peter is a client of Alexandria Capital & Hightower Advisors, LLC. No compensation was given in exchange for their testimony.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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