Jon Fioravanti

Jon Fioravanti
Vice President Investment Manager Truist Bank

90 N Main St

Doylestown, PA 18901

About me

Background

Jon began his career in investment management in 1999 when he joined Pitcairn Trust Company as an Account Manager with a responsibility of managing client equity portfolios. In 2001, he became an Equity Research Analyst with responsibilities for performing fundamental equity research in several industries for the Pitcairn proprietary equity strategies.  In addition, he served as a Portfolio Manager where he was integral in developing and managing investment strategies that utilized exchange traded funds and individual securities to achieve global diversification. In 2009, Jon began serving as a consultant to clients providing expertise in investment manager due diligence, investment performance calculation, and hedge fund fee analysis.  In 2012, Jon joined National Penn Investors Trust Company as a Portfolio Manager and served as a member of the Investment Committee. In 2016, BB&T acquired National Penn Investors Trust Company where Jon continued his role as Portfolio Manager focusing on individual clients.  As an associate of Truist Wealth resulting from the merger of BB&T and SunTrust Bank, Jon serves as an Investment Manager where he oversees, trades, and manages the investment portfolios of clients. 

Jon graduated from Temple University with a BBA in Accounting and from La Salle University with an MBA in Finance. He is a member of the CFA Institute and CFA Society of Philadelphia. For the CFA Society of Philadelphia, Jon served as a board member from 2010 through 2021 where lead the Technology Committee and Volunteer Committee and was a member of the Programs Committee. In 2009, he became a member of the Financial Advisory Committee for Warwick Township, PA where he provides guidance on the investment activities of the township’s pension assets. 

Education

Finance, MBA
La Salle University 1999
Accounting, BBA
Temple University 1992

Personal Interests

Jon enjoys golf, mountain biking, and spending time with family.

Locations

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