John works with us to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Analyst® (CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment management consulting and wealth advising services.
I am licensed and registered to offer products and services in CT. Licenses and registration will vary.
Domiciled in CT.