Location Milwaukee, Wisconsin, United States Regions Great Lakes, Midwestern US Gender Male
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With 40 years of experience as an investment portfolio manager, John brings wisdom to investment discussions. He believes, “If knowledge is knowing what to do, then wisdom is knowing what not to do.” An important lesson he’s learned is that intellectual humility is a necessary prerequisite to successful investing; investing must never become an ego
sport.
John’s objective is to provide clients with peace of mind, which can be achieved only when portfolios are tailored to their unique circumstances and adapt with the anticipated investment outlook. His clients are aware of his genuine concern for their happiness and prosperity, and he enjoys sharing perspectives on life in general as much as those on financial markets. He takes great pride in the dedication of his colleagues to assist clients and maintain the professional integrity of the firm, and he enjoys the congenial spirit of our dynamic, forward-thinking team.
His greatest joy is his family, with his favorite moments being the times his wife and he spend with their two daughters, son and two grandchildren. His favorite activities (as well as his greatest frustrations) are fishing for muskies and golfing. He also enjoys watching sports, politics, and investment shows, and takes an active interest in history and historic preservation.
