John works with a wide array of clients (predominately current and former business executives and business owners) and is often a resource for his team's entire client base. He leads the team’s financial planning platforms and plays a key role in the portfolio review and wealth management practice.

John graduated from The College of the Holy Cross with a bachelor’s degree in psychology and minor in economics. While attending Holy Cross, John played varsity lacrosse and continues to play in men’s leagues and tournaments. John enjoys snowboarding, platform tennis, and is an ideal golf outing partner because of his high handicap. He resides in Summit, New Jersey with his wife and two daughters.