Jon FrojenChief Financial Officer
What's your dream for the company?
My dream is to help improve clients' lives by guiding them in making the right financial decisions that fit their life goals.
What are three words people use to describe you?
Dedicated, conscientious, loyal.
When you are not working, what do you care about most?
Family and friends
What's your MoneyMind®?
Jon is Chief Financial Officer (CFO) of United Capital and a member of the firm's executive team. He is responsible for leading all aspects of the company's financial management. He brings over 30 years of experience within the financial services industry with a track record of growing businesses. He has extensive experience with capital markets, mergers and acquisitions, corporate finance, and private equity with a strong entrepreneurial spirit and broad skill set. Throughout his career, Jon has shown an aptitude for identifying companies that have an ability to disrupt markets. His comprehensive knowledge of the wealth management space and passion for working with trailblazing, innovative companies brought him to United Capital.
Prior to joining the firm, Jon served as CFO for a variety of companies, most recently IoanDepot and Cetera Financial Group, one of the nation's largest independent financial advisor networks. While at Cetera, Jon led all financial functions including acquisition strategy and capital management. He grew the company from approximately $600 million to $1.2 billion in revenues, and he prepared the company for an IPO before the sale of the company to RCS Capital.
Prior to Cetera, Jon worked as Managing Director for Milestone Advisors LLC, a boutique investment bank for the financial services industry. At Milestone, he co-founded and served as CFO of Milestone Asset Resolution Company LLC, an advisory and asset management platform. Prior to his position with Milestone, Jon was CFO for IndyMac Commercial Lending Corporation, ResMAE Mortgage Corporation, and ePolicy, Inc.
Before his positions as CFO, Jon worked as treasurer for Avco Financial Services, Inc. and Long Beach Mortgage Company. He spent the first 10 years of his career at First Interstate Bank, Ltd. and then Standard Chartered Bank in various commercial banking, corporate finance, and debt capital markets positions.
Jon graduated from the University of California, Berkeley, with a BA in economics before attending the University of Southern California where he received his MBA. In his free time, Jon enjoys mountain biking, reading, skiing, traveling, backpacking, and playing guitar.