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John is passionate about developing and implementing investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income specialist and was an advisor with Citi-Smith Barney where he specialized in short-term money market securities.  John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Analyst® (CIMA®) designation.  

Licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.