John is an approved Portfolio Focus Manager and has nearly 30 years of experience in the financial services industry in positions such as financial advisor, operations, compliance and branch/sales management, trader, portfolio manager and analyst. In addition, he also has three years of accounting experience in the energy industry. At his previous firm, he was instrumental in developing the updated trading operations of the Private Client Group’s cash management and middle-markets business.
Additionally, John was honored to receive recognition for his team accomplishments within the firm’s Texas-New Mexico district branch complex. John attended Harris Montgomery College and University of St. Thomas, majoring in economics. He passed the Series 7, 9, 10, 24, 31, 63 and 65 securities exams and also holds a General Lines Agent license with the Texas Department of Insurance.
John lives in the Spring Branch area of Houston, and enjoys spending time with family and friends, golfing, fishing, traveling, and studying literature, music and business/economic history.
