As Vice President and Wealth Manager, John serves as a trusted advisor in the delivery of integrated wealth management services to high-net-worth individuals and families, entrepreneurs and business owners, trust donors and beneficiaries, and institutions and non-profits – specializing in the management of qualified and non-qualified deferred compensation plans.  Partnering with clients, their accountants, and their attorneys allows John to integrate investment and fiduciary management with estate planning and tax strategies to meet his clients’ short, long, and multigenerational goals.

John’s experience includes Associate Wealth Manager at BNY Mellon Wealth Management, Portfolio Analyst at Middleton & Company, Inc. and Investment Specialist at Winslow Wealth Management. He began his career at The Bank of New York, Mellon in Institutional Client Accounting and Reporting Services.

John graduated from Bentley University with a Bachelor of Science degree in economics and finance. He is a CFA® charterholder.

Industry Accreditations & Affiliations

Chartered Financial Analyst® (CFA)

Personal Interests

John enjoys family game nights, reading, hiking and live music. He is also a fan of all Boston sports, but above all the Beautiful Game and Liverpool FC .