Jon Sobotkin
Partner
(610) 825-3540
Jon graduated in May 2006 from The Pennsylvania State University with a B.S. in Finance and a minor in Economics. As a student in the Smeal College of Business at Penn State, he was an active member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy Sector. Jon is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.
Jon Sobotkin Insights
Planning with Purpose: How We Give Back as Financial Advisors
Every Giving Tuesday, we pause to reflect on why we give back to our community.
The Key to Closed-end Fund Rights Offering is Oversubscribing
The closed-end funds H&Q Healthcare Investors (HQH) and H&Q Lift Sciences Investors (HQL) recently announced non-transferable rights offerings to each respective fund.
The ABCs of Closed-End Funds
In the world of finance, every letter can symbolize a story, a strategy, or a key player. When my nephew was born, one of the first books I bought for