Jon Zeschin, CPA/PFS, CFP™serves as the principal relationship contact and a portfolio manager for all clients. Jon brings a unique perspective gained from 35 years’ experience in all aspects of the investment management business, encompassing a very wide range of investment and personal finance issues. Jon previously held senior executive positions with Founders Asset Management, INVESCO and Stein Roe & Farnham. He also chairs the board of trustees of an open end mutual fund group.
Jon holds a master of management degree from the Kellogg School of Business at Northwestern University, with majors in finance and marketing and a BBA in accounting with distinction from the Ross School of Business at the University of Michigan. He is a CPA with the Personal Financial Specialist designation and is a Certified Financial Planner™ Certificant.
In his spare time, Jon enjoys golf, skiing and spending time in the beautiful mountains of Colorado.
Marce Webster is Essential’s Client Service Director and Chief Compliance Officer so she is responsible for all administrative matters. This includes portfolio accounting and reporting for all clients, relations with custodians on clients' service needs and monitoring Essential’s compliance with regulatory and procedural requirements. Marce is the principal day-to-day contact with most clients -- who quickly understand that Marce is very knowledgeable, thorough and reliable in handling their questions and requests.
Marce holds a bachelor of arts from Mesa State College. Prior to joining Essential in 2007, Marce had nearly twenty years’ experience in trust accounting and operations.
Outside of the office, Marce enjoys spending time with her two grandchildren.