John joined the Financial Council team in May of 2017 and serves as our Director of Portfolio Services. In this role, John maintains client portfolios, handles portfolio construction and conducts investment research. With over 17 years of investment and compliance experience, John comes to us from T. Rowe Price where he monitored investment allocations, approved transactions and communicated trade approval limitations and restrictions to key investment personnel. John earned his Bachelor’s degree from Towson University and holds FINRA Series 6, 7 and 63 securities registrations as a Registered Representative with Commonwealth Financial Network.
Outside of work, John enjoys playing tennis and spending time with his wife and two sons. He also enjoys attending Orioles games and watching his son Jake play t-ball.