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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.

Learn more about my practice.

Education

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.