Checkpoint Capital

Checkpoint Capital provides community banks and credit unions with advanced portfolio management solutions, offering transparent pricing and sophisticated technology. The company’s core service transforms investment processes, enabling smaller financial institutions to access tools and strategies typically reserved for larger banks, thereby reducing transaction costs and enhancing competitive positioning. This approach allows clients to navigate market complexities with greater efficiency and insight.

Jon Virostek founded Checkpoint Capital in 2018, leveraging his 25 years of extensive industry experience. Before establishing the firm, Virostek held managing director positions at prominent financial institutions including Stifel Financial Corp., Cantor Fitzgerald, and Brean Capital. He identified a critical gap where community banks lacked transparent pricing and advanced technological guidance for their multi-million dollar investment decisions, inspiring the creation of a platform to level the playing field.

The company primarily serves community banks, equipping them with a competitive advantage through an outsourced, dedicated portfolio management department. Checkpoint Capital’s vision is to align interests with its clients, offering full transparency and direct institutional relationships to bypass traditional commission-based sales structures. This ensures that community banks are well-prepared to make informed investment decisions, strengthening their financial health and market presence.