Jonathan Killion, CFA

Registered Representative

Mr. Killion has 15+ years of experience advising company management, owners, boards of directors, senior secured lenders, bondholders, and private equity firms through challenging situations. He represents large and medium-size businesses in strategic planning, identifying and implementing performance improvement initiatives and financial and operational restructurings.  He also represents lenders helping assess the performance of a borrower, negotiate forbearance agreements and other settlements.

In addition to being one of the firm’s leading healthcare experts, Mr. Kilion has extensive experience across consumer products, manufacturing, media, heavy manufacturing, and shipping and logistics sectors.

Before joining Carl Marks Advisors, 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 and a FINRA Registered Representative, holding Series 79 and 63. Mr. Killion is also a recipient of the 2018 CFA 40 Under 40 Award, 2018 M&A Advisor 9th Annual Emerging Leaders award winner, and most recently named one of the top 100 restructuring and turnaround professionals by Global M&A Network for 2022.