CURIOUS & CURIOUSER

The book he should write:  A Fork In The Road:  How Silverware Changed My Life 

Absolutely loves:  Tennis, basset hounds, and spending time with his wife

Surprising fact:   Once did a stand-up comedy routine and actually slayed

Could live without:  Pretentious people, and anything that slows you down

Favorite movie:  Moneyball

A few details:  With nearly three decades of experience in financial management and leadership, John stands out in the investment world. He holds the rare combination of CFA, CPA, and CMT designations—representing deep expertise in finance, accounting, and technical analysis. This elite trio of credentials, held by only a select few globally, gives John a uniquely comprehensive perspective that adds exceptional value for his clients.

For as long as he can remember, John has been fascinated with figuring out how things work in the world– connecting dots, filling in blanks, and breaking down complex ideas to their most essential elements. At a very young age he discovered his love for markets, when he first saw the price of gold and silver reported on the nightly news. He immediately made a shrewd connection and pointed out to the family that they had lots of silverware that could change their lives. From that point on, he was the only middle schooler riding his bike to the paper box every day to buy a Wall Street Journal. Genuine, kind, and pretty darned funny, John enjoys playing tennis, time with his four children and Sunday morning conversations and coffee with his wife.