Client Advisory

Biography

John is a Partner in the Boston Office. With over 35 years of investment management and counseling experience, John serves as a trusted advisor to multi-generational families, small businesses, and non-profit institutions.  John engages clients to fully understand their priorities and construct diversified portfolios accordingly.

Prior to joining Cerity Partners, John was Managing Partner at Prio Wealth for 24 years. Previously, John was Senior Vice President at UAM Investment Services.  He gained extensive retirement planning and investment experience at Fidelity Investments where he was Vice President of Retirement Counseling.

Education

  • M.S. in Finance from Boston College
  • B.S. in Business Administration from Boston University

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