Jonathan Trunk      Shareholder | Business Advisory Services, Practice Leader

Jon was the youngest manager ever at his former employer, entrusted to lead a team of professionals through the 2008-2009 financial crisis and subsequent rapid growth.

Jon leads Brixey & Meyer’s Business Advisory Services practice line. He has proven success in technology strategy, operational excellence, process improvement and project management. He has led large, cross functional teams to navigate business challenges and delivers value to our clients in numerous ways. Jon developed a proprietary methodology – B&M TechSelect – to standardize the business software selection process.

Jon is married to Libby and they have two sons (Charlie, 6 and Henry, 4), a daughter (Clare,1), and a 10yr. old Goldendoodle. Never a dull moment in the Trunk house!

Education and Certifications

  • Miami University, BS in Organizational Communication & Management

Life Before Brixey & Meyer:

  • Fort Washington Investment Advisors, Inc.
  • ADM Investor Services, Inc.

How He Gives Back:

  • Brixey & Meyer Community Outreach Foundation
  • Kids Read Now! Board Member

What He Wants You to Know:

I am proud to work for an organization committed to serving our clients and community.  In my role, I thoroughly enjoy leading the BA team and delivering value to our clients by optimizing their operating models, human capital and technology assets. I am passionate about creating efficiencies and automation, which lead to a more streamlined operational structure and a happier work force. Away from work, I love being a father and playing with my three kids. I enjoy live music, playing golf and woodworking projects. Fun fact: I love to iron!

Send Jon a note: Email