Jonathan Marshall

Jonathan J. Marshall and his family reside in Milwaukee, Wisconsin. Jon earned a BS in economics from UW–La Crosse and an MBA in finance from DePaul University. Jon is a partner and chief investment officer of Spectrum Investment Advisors. At the firm, Jon takes on a variety of leadership roles, varying from education to research to compliance. Jon developed his father’s dream, as he cultivated the vision that his father set when founding the firm. Jon has attended 16 of the 18 consecutive Annual Berkshire Hathway meetings in Omaha with his father and shares a similar admiration for Warren Buffett and America.