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John provides advice around the financial and estate planning considerations that drive an investment management mandate. His clients include private equity professionals, corporate executives, business owners and entrepreneurs of both early and late stage companies. John has earned his Certified Financial Planner® designation, which is considered one of the most widely recognized credentials in the financial industry.

John graduated from St. Lawrence University and lives in Darien, CT with his wife and two children. He enjoys skiing, woodworking, building fishing rods and being on the water.