Primary Job Title Chief Investment Officer Primary Organization Catalyst Private Wealth
Location Burlingame, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male
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John serves as the Chief Investment Officer overseeing Catalyst Private Wealth’s investment process. He chairs the Catalyst Private Wealth Investment Team, which manages a diverse set of portfolios. Previously, John was the Director of Research at another large wealth management firm as well as an Analyst at Franklin Templeton Investments.
He
graduated cum laude from the University of California, Davis (B.S., Managerial Economics) and is an Accredited Wealth Management AdvisorSM designee. He is a CFA® charterholder, and also holds his Series 65 securities registration.
In his spare time, John is an avid home winemaker focusing on making wines from the Santa Cruz mountains and is also active in a local Church with his wife Jen. On the weekends, he enjoys hiking and also having any excuse he can find to go to the coast.
