With over 20 years of finance experience, John is skilled at developing and implementing comprehensive strategies in financial planning, asset management, wealth transfer, estate planning, income tax preparation and tax mitigation for high net worth individuals and their families. Prior to founding Personal CFO Solutions, John spent nearly nine years as Vice President of Financial Counseling for a private wealth management firm wholly owned by one of the most prestigious global investment banking and securities corporations. During his tenure, John provided financial concierge services to clients and their families with a range of diverse portfolios, some in excess of $50 million.
Earlier in his career, John was a senior analyst for Merrill Lynch and a respected Wealth Management supervisor at Raymond James Financial.
John earned his Master’s Degree in Business Administration in 2005 and also graduated from Rutgers University New Brunswick with his Bachelor of Science Degree.
John enjoys spending time with his wife, their four children and two family dogs. John loves the Jersey shore, boating, participating in sports and exercising. John has served as a Board Member for non-profit organizations and continues to volunteer in his community.