Primary Facilitator:

Jon Walls 

Mr. Walls is the Chief Operating Officer of B. Wilson Partners. Jon was formerly a Senior Vice President of investment banking for Lehman Brothers in its Financial Institutions Group. He has extensive expertise in bank M&A as well as debt and equity financing. In addition, Jon possesses an in-depth understanding of valuing, structuring, negotiating and executing complex transactions for financial institutions.

Currently serving as Chief Investment Officer and acting CFO of a mid-sized California-based mortgage lender, he is responsible for managing a pool of investment funds dedicated to funding the company as well as overall management of the company’s finance and accounting operations. Jon has also held senior positions with two private equity groups, and has taught business classes as an adjunct professor at the University of California at Irvine.

Jon earned an MBA with an emphasis on finance from Harvard Business School and a JD, cum laude, with an emphasis on Taxation from Harvard Law School.