With over 25 years of experience in the financial services industry, John has held a number of positions in investment management, corporate finance, venture capital, and strategic management consulting; he has acted as a senior advisor to executives, institutional investors, and companies in the United States, Asia, and Europe.
John has completed the Charted Financial Analyst® Program and is a CFA® charter holder. 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 at Santa Barbara, where he received his B.A. in business economics and a certificate in accounting. In addition, John has completed the Series 7, 65, 66. He is a former member of the Los Angeles Venture Association, the Southern California Venture Network and the Association of Insolvency and Restructuring Advisors.
John enjoys working with discerning clients who value thoughtful planning, clear strategy, long-term vision and tactical measures to incrementally adjust and optimize investment portfolios. He provides personalized investment guidance and comprehensive wealth strategies tailored to the unique goals, tax concerns, and cashflow needs of businesses, institutions, executives, and their families.
John’s approach centers on building lasting financial success through carefully designed strategies that adapt to evolving economic conditions and market cycles He leverages his access to thought leaders, research providers and specialists to provide significant resources, value added services, and opportune insight.
John is an active contributor to a number of non-profit and business organizations. He is proud of his family's history of community involvement with non-profits, community issues and assisting others.