Jon Koteski, CFA, CAIA, AIF®
Managing Partner

Oakmont Capital Management, LLC was co-founded in 2002 by Jon. He oversees the firm’s risk controlled investment process, market research, and firm operations. Before Oakmont Capital, Jon was with an institutional consulting firm where he designed and constructed portfolios for corporate retirement plans, foundations, and endowments. Prior to this, he was a Cash Manager in the Global Securities Division of Mellon Bank where he coordinated trades and cash flows for self-directed retirement accounts.

Industry Experience: 18 Years

Professional Interests: Portfolio construction, return pattern management, derivatives, and alternative investments.

Professional Certifications and Associations:

  • CFA Charterholder
  • CAIA Charterholder
  • Accredited Investment Fiduciary
  • Member of CFA Institute
  • Member of the Pittsburgh Society of Financial Analysts
  • Joseph M. Katz Graduate School Capstone Advisor

Education

  • MBA from the University of Pittsburgh Katz School of Business
  • BA in Economics from Franklin & Marshall College