Director of Investment Operations
John joined the WealthWise Financial Services team with several years of experience in securities research and investment advisory services. His most recent experience was as an investment consultant for Scottrade in their Campbell, CA office. He attended the University of Missouri in his home state where he attained a BA degree in Economics and an MBA in Finance. While at the University he was an instructor of business finance, a leader of the student-managed portion of the University endowment fund, and led a CFA competition team to the Americas Finals.
John has passed all three levels of the CFA Program. He is passionate about portfolio construction and strives to implement optimal investment strategies for clients to work towards their goals.
Although originally from the Midwest, John is committed to planting strong roots in Southern California and become a quality member of the community. In his spare time, John enjoys hiking and surfing.