Biography

Jon has practiced public accounting since 2006. He provides assurance services to clients in the real estate and hospitality industries, including Class A office properties, hotels and resorts, industrial properties, retail centers, and residential properties. His experience has included financial statement audits of both public and private entities (US GAAP, IFRS), fair value reporting, SEC reporting, consolidation, appraisal reviews, and internal controls related to financial reporting (Sarbanes-Oxley 404). Jon has also served clients in the technology, construction, and manufacturing and distribution industries.

Prior to joining Moss Adams, Jon worked in the New York City office of a Big Four firm, where he focused on real estate investment trusts (both traded and non-traded), investment advisors, private equity real estate investment funds, separate accounts, and property management firms.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, New York State Society of Certified Public Accountants

Education

  • BA, economics, University of California, Santa Barbara

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.