John works closely with clients to gain a thorough understanding of their risk tolerance and their expectations for future returns. He has more than 35 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.
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)