John is a Partner in our Madison Avenue New York office. He has more than thirty-five years of experience developing and leading sophisticated high-net-worth investment advisory businesses. John is a member of the firm’s Investment Committee, Manager Selection subcommittee and Alternative Investments subcommittee.
Prior to joining Cerity Partners, John was the CEO of Algonquin Advisors, managing the firm’s day-to-day operations. He is an established leader in the financial services industry. John was a Senior Managing Director for J.P. Morgan Securities and its predecessor Bear Stearns & Co., Inc., where he led the firm’s investment advisory business. During his tenure, he served on J.P. Morgan’s Global Wealth Management Investment Leadership Team and New Products Committee. He was also a member of the Bear Stearns PCS Executive, New Products, Recruiting, Hiring, Risk, Ethics, Best Execution, Valuation and Proxy Committees. John chaired the Bear Stearns Advisory Services Due Diligence, Research, Performance Measurement, and Portfolio Manager Review Committees. Previously, he was a Managing Director for Oppenheimer & Co., Inc., where he led the firm’s Asset Management Group and the development of investment management programs in Canada through CIBC. John also worked in the investment management consulting groups at Smith Barney, Harris Upham & Co., and Drexel Burnham Lambert.
John earned his Bachelor of Arts degree in Business Administration from Franklin & Marshall College and his Master of Business Administration from the College of William & Mary. He is a Certified Investment Management Analyst (CIMA®) and a member of the Investments & Wealth Institute (formerly known as IMCA). John holds a FINRA Series 65 license.
He is on the Board of Directors of the Guilford Foundation, where he also serves as Treasurer and a member of the foundation’s Executive Committee. John is a member of the Legg Mason Client Solutions Advisory Council, the Franklin and Marshall College Leadership Council and an active supporter of William and Mary’s Raymond A. Mason School of Business. He formerly co-chaired the Investment Committee for the Foundation for Jewish Culture and was a member of the organization’s Board of Directors and Executive Committee.
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