Partner at WilliamsMarston LLC
Jon brings more than 15 years of accounting advisory, management consulting and executive management experience to WilliamsMarston. Jon’s primary practice areas include mergers and acquisitions, technical accounting, and process improvement. He has also served in various interim capacities at the CFO, Director of Corporate Development and Corporate Controller levels. His clients include several of Boston’s premier private equity firms, public companies with revenues ranging from $200 million to $7 billion, and private equity-backed portfolio companies. Prior to WilliamsMarston, Jon was a Director with PricewaterhouseCoopers LLP’s Transaction Services Advisory practice. While at PricewaterhouseCoopers, Jon provided due diligence, technical accounting, and financial and strategic advice to clients in connection with mergers and acquisitions ranging from $5 million to more than $20 billion. Throughout his career, Jon has advised SEC registrants, foreign public companies, private companies, private equity and venture capital firms. He has advised management and investors on issues pertaining to US GAAP, UK GAAP, HK GAAP, PRC GAAP, IFRS, SEC reporting, financial and operational performance, quality of earnings, revenue recognition, stock-based compensation, initial public offerings, and Sarbanes-Oxley compliance. Jon has significant experience with acquisitions, divestitures, carve-outs, purchase agreements and purchase price adjustment mechanisms. His broad industry experience includes software, technology, healthcare, biotechnology, telecommunications, industrial products and consumer retail industries in the US, Europe, Africa and Asia. Jon holds a Bachelor of Science in Business Administration from Boston College with a concentration in Accounting.
Global Citizens Circle’s mission since 1974 remains “to foster diversity, discussion, and constructive change in ourselves, our nation, and our world." Circles are respectful, highly interactive, moderated conversations where concerned individuals with diverse backgrounds add unique perspectives to each discussion. Working with a new generation who build on and re-envision Circles for the 21st Century, together we will co-create new ways of convening people for maximum impact. "As a member of the next generation and coming from a humble background in Nicaragua, I felt my opinions and ideas were valued at a Circle, even as I stood next to individuals who have accomplished great things. I saw how this special forum enables deep connections to take hold between people who may not otherwise have a chance to interact or learn from each other." - Nelly Ortiz