CIMA®, CFP ®, CPFA®, CAP®
Senior Portfolio Advisor - Senior Financial Advisor
Merrill Lynch Wealth Management - The Beacon Group
JOHN WORKS WITH MIDDLE AND LARGE-MARKET FOR-PROFIT AND NONPROFIT ORGANIZATIONS AND THEIR INVESTMENT COMMITTEES, DELIVERING PROACTIVE ADVICE AND CUSTOMIZED INVESTMENT STRATEGIES TO MEET THE INCREASINGLY COMPLEX NEEDS OF INSTITUTIONS AND THE LEADERS WHO RUN THEM. John has over 22 years experience consulting and advising with these entities on issues pertaining to Investment Policy, Investment Menu creation, Financial Wellness and Retirement Benefits, Risk Budgeting, and the role of Alternatives and Private Equity in a diversified portfolio. John advises high net-worth executives, as well as private foundations and family offices. John currently holds the CIMA - Certified Investment Management Analyst ®, designation from IMCA and the Wharton School of Business, the CFP ® - Certified Financial Planner designation from CFP Board of Standards, and the Chartered Advisor In Philanthropy - CAP ® designation from the American College. John received his MBA from Columbia University and a Bachelors in History from the State University of NY at Albany. He currently lives in Manalapan, NJ with his wife, Jane, and two children, Emma and John, and his dog, Cooper.