John has spent his career in a variety of roles that focused on portfolio management, personal finance advice, and technology.
He received a B.S. from Lehigh University with a double major in Finance and Marketing, with a minor in Philosophy. Furthermore, John is a Chartered Financial Analyst (CFA). He began his career at SEI Investments on the Global Equity team, doing manager research and portfolio construction for SEI’s Manager of Managers program. While at SEI he developed a new communication strategy that leveraged the Internet to more efficiently communicate the firm’s investment philosophy, product construction, and performance to the firm’s various distribution channels. John also was responsible for building insurance and credit platforms to support SEI’s Wealth Management Solution. Next, he was a Director of Product Strategy at Finaplex, Inc. a venture-backed Enterprise Wealth Management software provider that helped large financial institutions consolidate data and provide a single advisory desktop for wealth management advisors.