Jon Maldonado, CFP®

Jon Maldonado is a Private Advisor and Vice President at Tally McManus Wealth Partners within the Rockefeller Global Family Office. Jon is passionate about helping people create clarity and confidence with their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has completed graduate coursework through The University of Chicago Booth School of Business.

Prior to joining Rockefeller, Jon worked for UBS, Teach for America, Northwestern Mutual, and JP Morgan Chase. As a former Teach for America corps member, he is a strong advocate for expanding educational opportunities for students through service with Junior Achievement of Central Texas, Young Life and as Vice President of Scholarships for the Capital City A&M Club. Jon’s unique set of experiences have equipped him to prepare and educate the next generation with managing their finances, and stewarding the family wealth.

In his free time, Jon enjoys running, traveling and adventuring with his wife, Betsy, and their son.