John has been investing professionally and personally for more than 25 years. From 1988 to 1993, John was a Senior Communications Consultant for Bell Atlantic. He helped facilitate the integration of Bell Atlantic and Northern Telecom. After the merger of the two companies, he joined Bell Atlantic Meridian Systems. In 1993, John joined Kidder Peabody, a GE company, as a Financial Consultant. After PaineWebber bought Kidder Peabody, John stayed on to become a Senior Vice President of Investments. During his time at PaineWebber, John was a member of the PaineWebber Round Table, the Estate Planning Consulting Group, and was the Managed Account Coordinator of the Washington DC office.
In the fall of 2000, John became an Executive Director at CIBC Oppenheimer. While there, he was a member of CIBC Round Table, the Wealth Management Panel, and the Chairman's Council. Additionally, John was one of twelve members of the CIBC National Advisory Council. In 2003, John brought his team to RBC Wealth Management where his main role is to oversee the entire Wealth Management process for both individuals and institutions.
As part of the Corporate Executive Services program, John is among a select group of advisors who work closely with RBC Capital Markets to provide high level services to corporate clients and their executives. He also serves as a consultant to institutional retirement plans for larger firms. He also is a member of RBC Wealth Management's Chairman's Council which recognizes the top 150 Financial Advisors in the firm.
John is an active participant in Super Leaders - a school-based, comprehensive youth leadership and mentoring program for at-risk middle and senior high school students in the Washington area. John is a lacrosse coach for St. Peters and lives in Olney, Maryland with his wife, Andrea, and four children.
