Jon Stava

Director of Asset Management Operations

Jon Stava is Director of Asset Management Operations for HBKS and Park Shore Partners, a wholly owned subsidiary. In addition to overseeing the firm’s portfolio management team operations, which support advisors and clients in all offices, he manages Park Shore Opportunity Fund and Park Shore Multi Asset Strategy Fund operations.

Prior to joining HBKS in 2022, Jon began his professional career with Deloitte and spent over twelve years in the banking, insurance, and real estate industries as well as in corporate finance and FP&A. Growing up in suburban Detroit, he lived and worked in downtown Chicago for many years before relocating to Naples to be closer to family.

Jon is a graduate of Michigan State University and holds Bachelor’s and Master’s degrees in Accounting and Information Systems.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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