PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Isaac Jones as an Investment Advisor Representative.
Isaac’s drive and ambition to help others succeed provides clients with a dependable and trustworthy experience, helping them achieve their personal and financial goals.
Over the past 16 years, he worked in Private Equity and with High-Net-Worth clients for BlackRock, Merrill Lynch, and JPMorgan. A suburban Philadelphia native, Isaac attended Purdue University on a football scholarship and later became a member of the Indianapolis Colts. He would eventually play three years in the NFL before starting a career in finance.
Today, he uses that experience to serve a broad range of clients: corporate executives, professional athletes, and business owners.
Joe Duncan, Founding Partner of PVI, stated, “Isaac’s level of commitment matches his work ethic and dedication to ensuring the attainment of his client’s goals. We are delighted to have his expertise as we continue to grow our firm.”
In his free time, Isaac enjoys playing golf, running, coaching youth sports, and spending time with his family. He also serves on the Board of Directors for Impact Services Corporation, a nonprofit devoted to workforce development and veteran services in the Kensington neighborhood of Philadelphia.
PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.
For more information, please contact PVI at firstname.lastname@example.org.