Managing Director, Partner
As a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of Family Value at Risk, a book that details the importance of inclusive and intentional communication among families to leave a legacy wealthier than money.
JR also leads investment research and is responsible for shaping strategic policy. He leverages his deep knowledge of the global financial markets and passion for investing to guide clients through market trends. JR is an advocate of financial literacy and hosts family meetings to connect with next generations. His commitment to education extends beyond the client-base by providing scholarships to students. In addition to education, JR is a strong advocate for Children’s Congenital Heart Defect Research.
JR joined the investment industry in 2003 with Morgan Stanley. He facilitated the transformation from working primarily with institutional investors to private high-net-worth families. Over time, JR expanded The Lerner Group’s investment strategies to provide more comprehensive solutions for the diverse needs of clients. JR led The Lerner Group’s transition to Hightower in 2012 to further enhance solutions available to meet client needs. JR obtained his master's degree in business administration from Northwestern University's Kellogg School of Management and holds his FINRA Series 7 and 66 licenses.
JR enjoys spending time with his family and participating in activities with his children. He is an avid Cubs fan and is honing his skills in paddle tennis.