Chief Financial Officer & Chief Investment Officer
Jon is the Chief Financial Officer and Chief Investment Officer at FiscalNote, with three decades of experience as an investor, operating executive, and board member at high-growth, business intelligence, data, and SaaS workflow companies. He is responsible for investor relations, internal and external financial reporting, executing the company’s M&A strategy, oversight of accounting compliance, and managing capital allocation and growth.
Prior to joining FiscalNote, Jon was the Managing Director of UCG, a private holding company of 10 leading business-to-business information, data, and workflow SaaS companies serving the energy, healthcare, telecommunications, financial services, technology, advertising, and tax preparation markets. At UCG, he managed mergers, acquisitions, divestitures, debt and equity financings, strategic and business planning, budgeting, operations, and governance – completing and integrating over 30 strategic acquisitions for the portfolio.
Earlier in his career, Jon was a Co-founder and Managing Director of MCG Capital, a senior debt, mezzanine, and uni-tranche investment company - backed by Goldman Sachs, Heller Financial, Vestar Capital Partners, and Soros Private Equity Partners - which became a publicly-traded Business Development Company (BDC) during Jon’s tenure. Jon originated and managed investments in information, software, and media companies while at MCG.
Jon holds a BA from Denison University and an MBA from the University of Virginia’s Darden School of Business Administration.
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