Jonathan Killion, CFA

Registered Representative

Mr. Killion has over 20 years of experience advising both public and privately held companies across a wide range of constituents, including management teams, boards of directors, equity investors, and private business owners. He specializes in structuring and arranging financing for mergers & acquisitions, leveraged buyouts, refinancings and dividend recapitalization.

Prior to joining Carl Marks, Mr. Killion worked in the audit services group at Deloitte & Touche LLP, where his clients included Fortune 250 Companies. His most notable engagements included the audit of the Merck and Schering-Plough joint venture, which involved annual sales exceeding $5 billion, and the audits of Dr. Scholl’s and Coppertone.

Mr. Killion earned a BS in Business Administration from Georgetown University and currently serves as the President of the Northern New Jersey Georgetown Alumni Club. He is a Chartered Financial Analyst as well as a FINRA Registered Representative. Mr. Killion is also a recipient of the 2018 CFA 40 Under 40 Award and a 2018 M&A Advisor Annual Emerging Leaders Award Winner.