John has been an advisor for over 35 years. He has focused his team's business on goal-based wealth management and legacy planning. This is a holistic approach to advising and helping clients manage the unique aspects of their financial lives. John and his team were named to the Forbes "Best-in-State Wealth Advisors" list in 2022 and 2023. The team is focused on creating detailed wealth management strategies that are specific to each client. These strategies serve as the framework for which they develop their asset allocations, investment recommendations and plans. The team analyzes spending and family budgets, reviews current holdings, analyzes fees and makes recommendations. Additionally, they will make any necessary referrals to fully actuate clients’ strategies to pursue their specific goals and financial needs.
John’s clients include many entrepreneurs who have experienced substantial liquidity events, as well as corporations, CEOs and medical practitioners. A distinctive segment of his practice caters to entertainment professionals (both artists and business people) in the New York and Los Angeles entertainment communities. John was the financial expert for ABC News Channel 8 for over 10 years and has been a panelist on MSNBC’s Buchanan & Press.
John is an adventurer at heart. He was an avid freestyle skier for many years. These talents led to a second “career” announcing various stops on The World Cup Ski Tour. Additionally, he has appeared in several Warren Miller ski films and was the freestyle skiing announcer for the Mogul + Aerial events at the 2002 Winter Olympics in Salt Lake City.
John’s interests are design, film and photography, and surfing. He lives in a renovated convent in Wooster Square that he rehabilitated.
The Forbes Best-In-State Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.