John is the advisory team’s Principal CFO, and has been serving clients as their Personal CFO since 1987. He has the primary responsibility for the quality of the financial advice delivered to every client on every issue every day. He consults with the Personal CFO team on advice strategy in every facet of our work in clients’ financial lives. He’s also responsible for leading and coordinating the efforts of the portfolio management team to ensure investment portfolios align with their intended purpose. John holds a B.S. in Economics.
Away from work, John can often be found enjoying the incredibly diverse outdoor activities of the San Francisco Bay Area with his family and friends.