John is a shareholder and Managing Director of the firm. He is a Portfolio Manager and Investment Advisor. John serves as individual trustee for family relationships, often among multiple generations.

As Chair of the firm’s Investment Committee, he oversees all research and security analysis among our twelve-person team. He brings both macro and sector expertise to the firm’s portfolio managers.

Prior to joining the firm, he worked for eight years as a securities analyst and portfolio manager at Rice, Heard & Bigelow, Inc., a private trust company. In addition, John was an equities trader for Pershing Trading Company on the floor of the Boston Stock Exchange and a financial advisor at Prudential Securities.

John lives in Concord, Massachusetts with his family and has been with Northeast since 2003. John is a member of the CFA Institute and the Boston Security Analyst Society.

Education & Certification

Trinity College, BA – 1991

New England School of Banking at Williams College

Chartered Financial Analyst®