Experience 23 Years
John is a member of the managed accounts team responsible for new business development in the Northeast region. He educates advisors on GW&K strategies, as well as maintains relationships with GW&K’s longtime clients in the region. With over 20 years in the financial services industry, John is dedicated to building lasting advisor-client relationships and exceeding expectations for service. He is based in the Boston area.
John joined GW&K as a relationship manager focusing on client service before becoming a regional sales manager. Previously he was a research manager with LPL Financial where he was responsible for communicating research information and portfolio composition to high-net-worth clients. John also worked at Fidelity Investments and Bank of America where he was responsible for investment planning and analysis, portfolio analytics, and servicing client accounts.
John received a Bachelor of Science in Finance from Bentley College and is a CFA® charterholder. He also holds the Series 7, 55, 63, and 66 Licenses with FINRA.
Building relationships within the advisor community, having advisors view me as a trusted partner, and being chosen as part of the solution for their clients’ financial wellbeing is what I enjoy most about my position. I have such confidence in the investment options I am offering to advisors and I love sharing the resources at GW&K to help deepen their understanding of the markets, our strategies and the global economy.
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