John is a shareholder and Managing Director of the firm. John serves as a Portfolio Manager and Investment Advisor for individual and family relationships.
Complimenting this role, John is a member of the firm’s Investment Committee, where he analyzes macroeconomic trends and sector-specific factors in order to provide guidance to the firm’s other portfolio managers and their clients. Given his background, John will often serve as a trustee for many of his clients, ensuring a prudent administration of a family’s wealth and its transfer to future generations.
John has over a dozen years of professional wealth management experience serving the clients of Northeast. Prior to his current role, he served as a Research Analyst, head trader and Client Relationship Manager.
John lives in Walpole, Massachusetts with his family and has been with Northeast since 2007. He is a member of the CFA Institute and the Boston Security Analyst Society.
Education & Certifications
Bowdoin College, A.B. – 2007
Chartered Financial Analyst®
Certified Trust and Fiduciary Advisor