As Senior Vice President of Private Wealth Management at Capital Wealth Advisors, John brings close to forty years of financial and investment experience counseling and educating high net worth and business clients on sophisticated financial, and investment strategies and plans.
Most recently, John was a senior portfolio manager and senior vice president for PNC Wealth Management. He was responsible for tailoring and executing investment strategies for high net worth clients and family offices. He also worked with a team of specialists in the financial and estate planning, banking, and trust services to help clients achieve their financial goals and objectives.
Prior to PNC Wealth Management, John worked in New York City for Deutsche Asset Management and Schroders Inc.
At Deutsche Asset Management, John managed relationships with clients in South America, Middle East, Europe, Indonesia, and Asia. With a thorough understanding of the fundamental, technical, and political aspects of those geographical regions, John properly recommended optimal asset allocation.
Further responsibilities included the proprietary trading and investing of Deutsche Bank N.A. excess reserves. This included the development, implementation, and investment management of offshore hedge funds to high net worth and business investors in key global offices around the Deutsche Bank footprint.
John began his career as a global investment advisor for Foreign and Central banks at Schroder Investment Management International and J. Henry Schroder Wagg & Company in London, England.
John currently resides in Naples Florida with his wife and son. He is an active participant in his son’s football and lacrosse sports programs at Gulf Coast High School.
- BA, Providence College
- MBA, Long Island University affiliation with N.Y.U