Vice President of Wealth Management
Mr. Bartick has used his valuable experience in both financial sales and the search arena to conduct highly effective searches for senior level financial service professionals in both the public and private sectors.
Jon has developed strong relationships with clients, forging partnerships that enable him to successfully secure them top caliber candidates. As a result of Jon’s reputation for taking great care of his clients and always serving their best interests, the majority of his business comes from repeat customers and referrals. On the candidate side, “A” players trust him to represent them for discussions about various opportunities due to his specialized knowledge of the business.
A few of the clients Jon has assisted include: Lehman, Bernstein Investment Management & Research, Merrill Lynch Private Client, and UBS Private Wealth among many other premier boutique firms.
Prior to joining Steven Douglas, Jon was a senior account executive in financial sales and in regional sales management for a major food distributor. He received his Bachelor of Arts degree from Indiana University.
phone: 954 385-8595 email: JBartick@stevendouglas.com