John Hyman , CIMA®
Partner & Head of Investment Management
Partner & Head of Investment Management
John is a Partner in our New York office and serves as the firm’s Head of Investment Management. He is a member of the firm’s Leadership Team. He is also member of the Investment Office Leadership Team and guides all new colleagues who join the firm and manage client portfolios, through a full integration into Cerity Partners Investment practices. John is a member of the firm’s Investment, Manager Research, Private Direct Investments, Retirement Planning and Private Markets Committees. John also works directly with a select group of the firm’s clients. He has nearly forty years of experience developing and leading sophisticated high-net-worth investment advisory businesses.
Prior to joining Cerity Partners, John was the CEO of Algonquin Advisors, managing the firm’s day-to-day activities. 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.
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Individuals and Families
Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and asset allocation structured to achieve them.
Individuals and Families
In this paper, we discuss some of the more common tendencies that affect investors and we offer a few tips that may help keep investors from being meaningfully impacted by them.
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