With over 35 years of investment management and counseling experience, John serves as a trusted advisor to multi-generational families, small businesses, and non-profit institutions. John engages clients to fully understand their priorities and construct well-diversified portfolios accordingly.
Prior to joining Prio in 2000, John was Senior Vice President at UAM Investment Services. He gained extensive retirement planning and investment experience at Fidelity Investments where he was Vice President of Retirement Counseling. John began his career as a financial analyst for The Boston Five Cents Savings Bank and CompuGraphic Corporation.
John graduated from Boston University with a Bachelor of Science in Business Administration, and completed his Masters in Finance at Boston College. He lives in Needham, MA, where he enjoys time with his wife, children, and two dogs.