John has spent the last 5 years working in various high net worth client advisory roles. Prior to joining Rockefeller in March 2021, he spent 2 years as an advisor at Marsh in their private client services division. He helped curate unique personal insurance solutions for individuals and families, while maintaining ongoing relationships with various family offices and wealth advisory teams. Before Marsh, John started his career working in a private family office in Portland, Maine.
John earned his Bachelor of Arts from Colby College. He holds his FINRA Series 7 and Series 66 licenses.