Client Advisory


John is a Partner in our New York office and serves as the firm’s Director of Investment Management. He leads the firm’s long-only manager research efforts 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 and Private Markets Committees.  John also works directly with a select group of the firm’s clients.  He has more than thirty-five 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.



  • B.A. in Business Administration from Franklin & Marshall College
  • MBA from the College of William & Mary


  • Certified Investment Management Analyst (CIMA®)
  • Member of the Investments & Wealth Institute (formerly known as IMCA)
  • FINRA Series 65 license holder
  • Member of the Board of Directors of the Guilford Foundation, also serving as Treasurer, and a member of the foundation’s Executive Committee and Chairman of the Finance & Investment Committee
  • Board of Trustees for the William & Mary Business School Foundation and member of the Investment Committee
  • Member of the Cohen & Steers Client Advisory Board
  • Member of the Franklin Templeton Client Solutions Advisory Council
  • Member of the Franklin and Marshall College Leadership Council
  • Former co-chair of the Investment Committee for the Foundation for Jewish Culture and former member of the organization's Board of Directors and Executive Committee

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