John has been working in the financial services industry since 1975.  His career began with eight years in the banking industry where he worked with clients savings and borrowing needs. Upon achieving officer status, he was assigned to the bank’s bond portfolio and became director of the Retirement Department. John became licensed as a financial advisor in 1982 and in 1990 he was promoted into management as a branch manager. Among his various industry licenses and designations is the admittance to the Portfolio Management Program as a Senior Portfolio Manager. He has also completed the Wealth Management Advisor Program, an advanced studies program addressing the management and transference of assets for highly successful families and businesses.

John is active in many organizations in the community.  Currently, he is on the board of Living Resources Licensed Home Care Agency and has been on the Living Resources Foundation where he served as Vice President and President.  He is also a founding member of Medicus Christi, a health organization committed to establishing a teaching hospital in Africa.  He serves on the board of the Regenerative Research Foundation overseeing neural stem cell discovery.  John has been the United Way's Executive of the Year, a board member and President of the Northeastern Association of the Blind, a member of the Portfolio Managers Institute, a Trustee and Membership Chairman of the Fort Orange Club and he has been recently been elected to the Board of Governors of Wolferts Roost Country Club.

• Wealth Manager Designation

• Westminster College
• American Institute of Banking
• Smith Barney Consulting Group University
• Stanford Executive Education School of Business

• Series 7 - General Securities Representative
• Series 8 - Sales Supervisor, Registered Options Principal
• Series 3 - Commodities and Futures
• Series 63 - Uniform Securities Agent, Series 65- Registered Investment Advisor
• New York State Life Insurance Agent

• Board President- Living Resources Foundation
• Board Member - Regenerative Research Foundation
• Past Board Member and President- Northeastern Association of the Blind
• Past Trustee and Membership Chairman- Fort Orange Club
• Board of Governors- Wolferts Roost Country Club

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