What do you enjoy most about wealth management?
Working with clients over the course of many years and really getting to know them and their families.
What’s the biggest challenge?
We’re exposed to so much information every day – the biggest challenge to me is staying focused on what truly impacts wealth positively over the long term.
What do you love most about being part of Aspiriant?
Working with a group of people who are smart, dedicated and passionate about serving clients to the best of their abilities.
What professional accomplishments are you most proud of?
The many long-term client relationships I’ve built over the course of my career.
What quality of yours makes you best suited to do what you do?
Optimism and patience.
How should people think about their wealth?
Each person should figure out what’s most important to them, then use their wealth to help them achieve their goals.
What do you love to do outside of work?
Spend time with my family, read, sports, music.
- Becoming a Principal of Aspiriant
- Earning my CFA, by far my biggest academic challenge
- Co-authoring an article in Estate Planning Review
What would you be doing if you weren’t at Aspiriant?
Something in psychology, since that was my major in college. Either that or meteorology.
What personal accomplishments are you most proud of?
Raising two beautiful daughters with my wonderful wife.
Education and accreditations
- B.S., Tufts University
- M.B.A, Northeastern University
John has been providing investment and wealth advisory services to high net worth individuals and their families since 1997. He became a principal of Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors. John is the practice leader of Aspiriant’s Boston office. In addition, he serves on Aspiriant’s national Client Service and Business Development Committees as well as its Investment Committee and Editorial Board.
Prior to Aspiriant, John worked at Deloitte Investment Advisors as a Senior Manager and Practice Leader for the Boston office, starting in 2007. He began his investment career with Mellon Private Wealth Management in 1997.
John received a Bachelor of Science from Tufts University and his MBA from Northeastern University. He earned the Chartered Financial Analyst (CFA) designation in 2001 and is a member of the CFA Institute and the Boston Security Analysts Society, as well as the Boston Estate Planning Council. He serves on the Finance Committee and the General Counsel board at his local church.
John and his wife Linda live in North Attleboro, Massachusetts with their two daughters. In his free time, he enjoys spending time with his family, photography, music and supporting his local sports teams. John and his family are members of The First Baptist Church of North Attleboro.