John has dedicated his entire career to the financial services industry, helping individuals and families navigate the complexities of financial planning and wealth management with clarity and confidence.
As one of the founders of Personal CFO Solutions, John partners with high-net-worth individuals and families to develop customized financial strategies tailored to their unique goals and circumstances. His comprehensive approach integrates investment management, retirement planning, tax-efficient wealth accumulation, estate and legacy planning, and risk management, enabling clients to make informed decisions while preserving and growing wealth across generations.
Prior to Personal CFO Solutions, John served for nearly nine years as Vice President of Financial Counseling at a private wealth management firm affiliated with one of the world’s leading global investment banking and securities firms. In this role, he provided highly personalized financial concierge services to affluent individuals and families, overseeing sophisticated financial matters for high-net-worth and ultra-high-net-worth clients.
Earlier in his career, John held leadership and analytical positions with Merrill Lynch and Raymond James Financial, where he built extensive expertise in wealth management, financial analysis, and client advisory services.
John earned a Master of Business Administration (MBA) and a Bachelor of Science degree from Rutgers University–New Brunswick.
Outside of work, John enjoys spending time with his wife, their four children, and their family dogs. An avid boater, he loves spending time at the Jersey Shore, staying active through sports and fitness, and giving back through volunteer service within his community.
