Jon Cantrell
Speaking Event
Available upon request

Jon Cantrell

Portfolio Strategies
Senior Vice President, Head of Portfolio Strategies and ALM

Jon brings 25 years of experience to his role as Head of Portfolio Strategies and Asset Liability Management at FHN Financial. He and his team help depository customers manage their fixed income investment portfolio in the context of the overall balance sheet by providing timely analysis and relevant strategies. Prior to joining FHN Financial, Jon led multiple teams at Truist Securities including ALM, Fixed Income Strategies, and Portfolio Accounting. He holds the Chartered Financial Analyst (CFA) designation and holds the following licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 24 (General Securities Principal), and Series 53 (Municipal Securities Principal).

Areas of Expertise

  • Portfolio Strategy

  • Portfolio Management

  • Balance Sheet Management

  • Interest Rate Risk Management

  • Relative Value Analysis

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