John was selected by UBS Wealth Management to join the highly competitive Graduate Training Program (GTP). Through this program, John developed skillsets in comprehensive wealth planning and investment management. As a partner of The Somerset Hills Group, John provides insight in asset allocation, wealth transfer, investment strategies, tailored lending, and risk management. Entrepreneurs, professionals, millennials, and corporate executives rely heavily on John during a major liquidity event, which John tailors to each individual's investment goals, risk tolerance, and time horizon. John is a graduate of Bucknell University where he was captain of his lacrosse team. He resides in New York City and enjoys fishing and playing golf in his spare time.
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WY