John is a seasoned Senior Investment Advisor with over 35 years of experience in portfolio management and implementing risk limiting strategies.  He specializes in designing tailored investment strategies that help his high-net-worth clients achieve their financial goals while managing risk and optimizing portfolio performance.

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John earned a Master’s degree in Finance and Investments from the Peter F. Drucker School of Business at Claremont Graduate University and a Bachelor’s degree in Economics from Claremont McKenna College after attending the United States Air Force Academy for two years.  His expertise spans equities, fixed income, derivatives, and alternative investments, making him a trusted partner for his clients who are seeking long-term capital appreciation during uncertain economic times and market volatility.

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Before joining Ducere Wealth, John gained his depth of experience in the investment management profession as a Senior Portfolio Manager across several top-tier financial institutions like U.S. Trust Company, Northern Trust, TSA Capital, and Security Pacific Bank.  During his career, John also participated in co-founding a boutique investment management firm which focused on absolute returns for its institutional and high-net-worth clients.

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Outside of the office, John enjoys spending time with his family and many outdoors activities.

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