John is our Associate Portfolio Manager and brings wide-ranging experience in capital markets to our firm. He is responsible for helping manage our investment strategies, find new ideas, and monitor trends in our progressively elaborate financial world. He pairs quantitative techniques with fundamental investment approaches that stem from his quest to understand all aspects of an investment. John has experience publishing and disseminating investment research and opinions at Stephens and Morningstar, where he helped thousands of investors improve their decisions.
Outside of work, John enjoys running and biking on the lakefront, trying new restaurants, and playing chess.
John’s educations and affiliations include:
- B.A. in Finance from Miami University of Ohio, with a minor in Economics and Decision Sciences.
- He is a Chartered Financial Analyst.
- Series 7, 63, 87 Securities Licenses.
- Has disseminated individual stock opinions on CNBC and other news outlets.