As the Senior Investment Officer, Jon is the author of the investment strategy and heads the investment committee. With over 25 years of a diverse set of institutional investment experiences involving securities analysis for both public and private entities and extensive work in equity financing and fixed income objectives and portfolio construction, Jon brings a differentiated set of experiences to the wealth advisory practice.  

Mr. Horick was V.P. of Investments at Stevens Foster Financial Advisors. Jon has held portfolio manager and analyst positions at several investment managers in New York City and the Twin Cities, including Millennium Partners, Akros Capital, Northland Directions, White Pine Capital, Deephaven Capital Management, Dougherty & Company, and Sit Investment Associates.

Education: University of Minnesota – Carlson School of Management (MBA, Finance), Wartburg College (BA, Accounting and Finance), Chartered Financial Analyst (CFA), and previously held the CPA designation.

Affiliated Organizations: Board member and committee advisor – University of Minnesota – Carlson Funds Enterprise Funds, Endowment investment committee member – Wartburg College, Chartered Financial Analyst Institute, Chartered Financial Analyst Society of Minnesota.