About Me
John has over 18 years of investment industry experience. John has worked alongside Ari his entire career shaping and building the philosophy of the business. In his current role, he creates customized investment strategies focusing on ultra-high-net-worth individuals and family offices. He worked at Stifel for nine years and at Barclays for over five years.
John earned a B.A. from Haverford College. He is originally from Long Island, NY. He has 3 children with his wife Katie who he met at Haverford College. They currently reside in Old Greenwich, CT.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities