Jon K. Crow, MBA, CPA, CTFA

President

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Jon Crow’s enthusiasm for numbers and finance is matched only by his enthusiasm and appreciation for people. An accountant by trade and training, he feels fortunate to have found the concept of the “family office” by accident. Jon’s career began as an intern at a small boutique public accounting firm in Texas. It was a specialty practice serving families that had an operating business with a financial office. He rose through the firm’s ranks and spent a great deal of time in those various family offices. When Jon moved back to Minnesota in 1998 he felt he had gleaned a great deal from his earlier experiences and that he actually had a knack for it. He sought out a position with Sargent Management Company, which was the Pillsbury/Ankeny family office, one of the first true “multi-family offices” and one of the predecessor firms to Meristem.

Jon enjoys working with Meristem’s client service teams to deliver creative solutions to complex problems. He experiences true satisfaction when he relieves a client of a particular problem or addresses a complex financial issue that comes with the many possible changes in life. “These are the times where our advisor’s financial skill sets combine with their ability to establish relationships allowing Meristem to become our client’s trusted partner.”

WORK EXPERIENCE

Meristem
Partner, Chief Operating Officer, Senior Client Advisor, 2005 – present
President, Meristem Trust Company, 2016 – present

Sargent Management Company (acquired by Meristem in 2005)
Client Advisor, 1999 – 2005

Bishop & Anthony CPAs
Senior Manager, 1993 – 1998

EDUCATION

University of St. Thomas
MBA, Finance (2002)

University of Texas Arlington
BBA, Accounting (1994)

PROFESSIONAL DESIGNATIONS

Certified Public Accountant, CPA (1996)
Cannon Trust School (2014)
Series 65 (2015)
Certified Trust Financial Advisor (2016)

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
Minnesota Society of Certified Public Accountants

BOARD PARTICIPATION

Ridgeview Medical Foundation, Board Member & Investment Committee Chair

INTERESTS/HOBBIES

Golfing, cross-fit, and travel