John is responsible for guiding his clients through the process of determining their investment goals and portfolio construction. John is also an active member of FBB’s investment committee, providing insights on macro trends and asset allocation as well as assisting with security selection broadly and with a particular focus on clean-tech, renewable energy, and the electric utility sector.
John is a CFA® charterholder and a Chartered Alternative Investment Analyst.
Prior to graduate school, John worked as a Senior Consulting Associate at Cambridge Associates assisting clients with asset allocation, investment policy statements, manager monitoring and selection, and portfolio management. John was also an Equity Portfolio Manager for a Large Cap Value strategy.
John received his undergraduate education from Stanford University and his MBA from the University of Virginia’s Darden Graduate School of Business. While at Darden, John served as the Senior Portfolio Manager for the Monticello Fund of Darden Capital Management, a student-run investment club that actively manages a portion of the University’s endowment.
John and his wife Laura live in Washington, DC. In his spare time, John enjoys hiking, running, and has an active interest in conservation, particularly in his native New Hampshire.