Private Advisor, First Vice President
John joined Rockefeller Capital Management in 2020 and spent the 10 years prior at Merrill Lynch Wealth Management. John works with a wide array of the team’s clients and 401k plans and is often a resource for the entire client base on specialties like Social Security claiming and college savings strategies. He leads the team’s trading and 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.
John has obtained his Certified Financial Planner™ (CFP®) certification and Certified Exit Planning Advisor (CEPA®)