Jon Beadles, CFA, CIPM has been working in Investment Performance at First Rate since 2008. He is responsible for managing the strategic direction of the Trust market with $5-10b in AUM. Streamlining implementations and auditing solutions while providing excellent customer service are key differentiators for the team.

Jon attended Texas A&M University, where he studied Business and Economics. Prior to managing the Turnkey team, he was highly regarded as an expert-level analyst in the field of Investment Performance, and he is also a CFA and a CIPM charter holder.