Meet John Kennedy
CFA®, Chief Executive Officer
Investment Strategist & Wealth Advisor
John Kennedy brings over 30 years of multi-disciplinary experience in investment management, corporate finance, venture capital, and strategic consulting. Throughout his career, he has served as a senior advisor to executives, institutional investors, and global corporations across the United States, Asia, and Europe. This international perspective allows John to navigate the complexities of modern markets with a seasoned, global lens.
Expertise & Credentials
John is a CFA® Charterholder, representing the highest level of commitment to investment professionalism and ethical standards. He is an active member of the CFA Institute and the CFA Society of Los Angeles.
John is a graduate of the University of California, Santa Barbara, with a B.A. in Business Economics and a Certificate in Accounting. He holds the Series 7, 65, and 66 licenses and has held memberships in prestigious organizations, including the Los Angeles Venture Association (LAVA) and the Association of Insolvency and Restructuring Advisors (AIRA).
Philosophy & Approach
John specializes in working with discerning clients who value meticulous planning, transparent strategy, and a long-term vision. His approach is not static; he utilizes tactical measures to incrementally adjust and optimize portfolios in real-time.
He provides bespoke investment guidance tailored to the specific tax concerns and cash-flow requirements of:
Business Owners & Institutions
Corporate Executives
High-Net-Worth Families
Multigenerational Families
Athletes and Entertainers
John’s methodology if focused on building enduring financial success through strategies that adapt to shifting economic cycles. He leverages his curated network of thought leaders, research providers and specialists to deliver opportune insights and value-added resources to his clients.
Beyond the office, John is a dedicated contributor to number of non-profit and business organizations. He takes great pride in his family’s deep-rooted history of community involvement and their shared commitment to assisting others.
Karla Castro
Administrative Assistant
Karla Castro has been a dedicated support and administrative assistant to LPL Financial advisors and their teams since 2003. She began working with NVST Asset Management in October 2025, ensuring seamless operations and high-touch service.
Karla brings a wealth of knowledge from her previous roles and experience at Wells Fargo and CommerceWest Bank. Karla Castor earned her Bachelor of Science in Political Science & Pre-Law from California State University, Fullerton. This academic foundation in policy and governance systems and regulatory frameworks informs her meticulous approach to wealth management administration.
Alexander M. Potocsny
Financial Planner
Alex’s career began in 2019 where he served various roles in financial planning, and wealth management prior to joining LPL Financial in 2025. Alex received his Bachelor of Arts in Business Administration with a concentration in Finance from Southern Connecticut State University. Alex holds Series 7 and Series 65 FINRA Licenses.
In his role as a Financial Planner at LPL Financial, Alex supports NVST Asset Management in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, LPL’s Paraplanning Services Team provides independent services to NVST Asset Management and its clients on a contractual basis
Prior to joining LPL, he spent time as an associate at Morgan Stanley, International Assets Advisory, and Lead Onboarding & Retention at Right Capital.