John Harrington

John T. Harrington

Principal, MBA · +1 (949) 222 2999
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John works closely with clients to gain a thorough understanding of their risk tolerance and their expectations for future returns. He has more than35 years of experience in investment management. With deep insight into the client’s mindset, he aims to provide greater clarity of expectations regarding returns and the manageable risks of investing. Through active portfolio management, John strives to balance the primary focus of “preservation of capital” with the short-term opportunities created by market volatility to better achieve consistently favorable investment returns for our clients.

View disclosure information about Baker Tilly Financial and its investment advisor representatives on the SEC Investment Advisor Disclosure website. 

  • Focus on taxable accounts and high-net-worth individuals and families 
  • Worked at various well-known bank and trust companies where he gained a broad breadth of experience and expertise in managing both equity and fixed income portfolios in tax-advantaged accounts like pension plans, private foundations to taxable accounts for wealthy individuals and families 
  • Participated on several oversight and policy committees 
  • FINRA Series 65 – Registered Investment Advisors License holder 

Location

California

Education

Master of Business Administration in finance 
Claremont University (Claremont, California) 

 

Bachelor of Arts in economics 
Claremont McKenna College (Claremont, California) 

 

United States Air Force Academy (Colorado Springs, Colorado)