Meet John
As our Director of Client Services, John has a service-first mentality. The best options for clients is always at the forefront of his mind, guiding his decisions and driving him to provide the best service he can.
A graduate of the University of Connecticut with a finance degree, he now mentors at UConn. His career in the financial/investment services industry spans over a decade. He has managed operations for a broker dealer and was the director of trading and a portfolio manager at an RIA.
In his spare time, John loves spending time with his family and friends. He enjoys staying active by playing golf and basketball, lifting weights and hiking. A lifetime learner, he often spends time listening to podcasts, watching documentaries and reading. He is always happy by the ocean, so he likes to go to the beach and takes plenty of trips to Cape Cod.
