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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Jon Underkofler

Meet Jon Underkofler:

Jon has over 25 years of banking, investment management, and financial planning experience, as well as, professional expertise in financial, estate, retirement, and charitable planning. He joined Bernstein from BNY Mellon where...

ABOUT JON

Meet Jon Underkofler:

Jon has over 25 years of banking, investment management, and financial planning experience, as well as, professional expertise in financial, estate, retirement, and charitable planning. He joined Bernstein from BNY Mellon where he was the director of the overall wealth management strategy, including new business and relationship development of the firms clientele in the Rocky Mountain region.

Jon attended Arizona State University studying Economics and earned a Masters in Finance from Northwestern University. Jon and his wife along with their children live in Highland Ranch where they enjoy boating, skiing, hiking, and biking.