Gender Male
John Harrell began his financial services career in 2004 as a portfolio analyst at TD Capital and his experience led him to the role of Portfolio Manager in 2006. Since that time John has been heavily involved in portfolio research and serving clients as a financial advisor. Currently, John serves dual roles as Director of Portfolio Strategies and
Wealth Advisor. As Director of Portfolio Strategies, John focuses on portfolio implementation, provides investment research, and chairs our Investment Committee. As Investment Committee Chair, he is Lead Strategist and liaison to our external strategic investment managers. As a Wealth Advisor, he facilitates the wealth management process for new and high net worth clients, including the portfolio asset allocation.
