In 2020, John completed his 30th year in the financial services industry. During the last three decades, John has developed a great enthusiasm for helping high-net-worth families build, grow and preserve financial wealth through advanced planning, portfolio management and generational wealth advisory.
John spent eighteen years at Morgan Stanley and joined Merrill Lynch in 2008 where he and his partners practiced for ten years growing their client base to over $1.1 billion by 2018. The team decided to move the practice to Rockefeller Capital Management in 2019 seeking to be part of a leading firm to provide independent advice and guidance. John and his team have deep experience providing specialized advisory for client liquidity events such as a business sale or retirement and further assist with investment management and family office services.
John has been a member of the New York Stock Exchange Hearing Board since 1998 and holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investment Management Consultants Association (IMCA). He is a Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios and third-party investment strategies. He earned a bachelor’s degree in business from The Citadel, The Military College of South Carolina, and is a member of BENS – Business Executives for National Security. John has been an active leader in the Atlanta Scouting community for the last twelve years. He has served as a Cubmaster and Scoutmaster for Boy Scouts of America and most recently Scoutmaster for the new Scouts BSA program for girls. John also recently completed his term as the District Chair of Scouting for Northern Dekalb County and is a board member of the Atlanta Area Council. John loves the outdoors and enjoys sporting clays, fishing and is a private pilot.