Jon E. Henderson, C.F.A. MBA'88

Jon Henderson is a Managing Director with Atlantic Trust Private Wealth Management and serves as co-manager of the firm’s Chicago office. Additionally, Jon serves as an Invesco Senior Director. Invesco is one of the largest global investment management firms with over $600 billion in assets under management and operations in 20 countries. In addition to Atlantic Trust, Invesco brands include Powershares, Invesco Van Kampen, WL Ross & Co, Trimark, and Invesco Perpetual, among others.

Jon started his career at Stein Roe and Farnham in 1988 directly after graduating with an MBA from IU’s Kelley School. He rose through the management ranks and eventually became a partner of the firm in 1995. Jon was one of 29 partners of Stein Roe when they sold their firm to Invesco in 2004. Invesco then merged Stein Roe with their Atlantic Trust Private Wealth Management subsidiary. Thus, Jon has essentially spent his entire post-IU career at the same firm. In addition to his management duties, Jon provides integrated wealth management, including investment, tax, estate, and philanthropic planning for high net worth individuals and their related institutions. Jon earned his Bachelor of Arts with honors from DePaul University in Chicago. He also earned a Juris Doctor from DePaul’s College of Law. Jon holds the Chartered Financial Analyst and Chartered Investment Counselor designations. Jon is a member of the CFA Institute, CFA Society of Chicago and the Investment Advisors Association. In addition to his KSBAA board membership, Jon is active in the Kelley Investment Management Academy and Reese Fund. He lives in Hinsdale, Illinois, with his wife Theresa and their four sons. Their oldest son, Eric, was born at Bloomington Hospital while Jon was an MBA student at IU.