Jon Phillips

Observer
DISC Type : ci

Managing Director, Head of Venture Capital and Private Equity at First Trust

Sarasota, Florida, United States

Overview

Jon Phillips is the Managing Director and Head of Private Equity at First Trust Capital Partners, where he leads venture capital and private equity initiatives. His career is focused on investing in healthcare technology and services. He holds an MBA from Northwesterns Kellogg School of Management.

There is no publicly available information regarding Jons personal life or hobbies outside of his professional sphere. His educational background is at DePauw University and Northwestern University.

He is the founder of First Health Capital Partners, a private investment firm specifically targeting healthcare technology and services.

Personality Overview

Curious

Assertive

Value Driven

They are generally good communicators and can be hard to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Healthcare Investing
He is the founder of a healthcare-focused investment firm and serves on the boards of companies like Wellvana Health and RxAnte.
Patient Engagement
Expressed excitement for the future of PatientBond and Upfront, two companies centered on improving the patient journey.
Venture Capital
As the Head of Venture Capital and Private Equity for First Trust, he is deeply involved in growth-stage private investments.

Media Appearances

Jon has no verified media appearances

Work History

11-2016
Managing Director, Head of Venture Capital and Private Equity at First Trust
4-2023
Managing Director at A1 Health Ventures
5-2016
Founder and Managing Partner at First Health Capital Partners, LLC
12-2020
Board Member at Wellvana Health
10-2020
Board Member at RxAnte

Education

1997 - 1998
MBA from Northwestern University - Kellogg School of Management
1991 - 1995
BA from DePauw University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Sarasota, Florida, United States Job Level : Mid-senior Designation : Managing Director, Head of Venture Capital and Private Equity at First Trust
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jon

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jon take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jon

Personality Compatibility


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