Chicago - North Wacker
CFA®
Senior Portfolio Manager
123 N Wacker Dr, Suite 1100
Chicago, IL 60606
Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.
John is responsible for investment management and client service. He provides investment advice and wealth planning strategies to high-net-worth families in the Chicago area. John has held financial services roles for JPMorgan Chase.
Education and Professional Milestones
-University of Illinois, Urbana-Champaign – bachelor’s degree in economics
