About John
John collaborates with clients to understand their unique needs to create and execute financial plans that secure his clients’ short- and long-term goals. He strongly believes in client education and strives to empower clients so that they can make sound financial decisions regarding their future.
John has 16 years of experience in the financial services industry.
In his spare time, John enjoys traveling, cooking, golfing, and coaching his sons in various sports. He grew up in Medford, Massachusetts, and currently lives in Lynnfield, Massachusetts, with his wife Justine and their two sons.
Education and Professional Milestones
-Assumption College - bachelor’s degree
-Has held roles as an investment advisor at Hemenway & Barnes and as a portfolio manager for Pallas Capital Advisors
John collaborates with clients to understand their unique needs to create and execute financial plans that secure his clients’ short- and long-term goals. He strongly believes in client education and strives to empower clients so that they can make sound financial decisions regarding their future.
John has 16 years of experience in the financial services industry.
In his spare time, John enjoys traveling, cooking, golfing, and coaching his sons in various sports. He grew up in Medford, Massachusetts, and currently lives in Lynnfield, Massachusetts, with his wife Justine and their two sons.
Education and Professional Milestones
-Assumption College - bachelor’s degree
-Has held roles as an investment advisor at Hemenway & Barnes and as a portfolio manager for Pallas Capital Advisors