John has more than 30 years of family office experience, including more than 10 years in the C-suite as a CEO and COO for single-family offices.
John supports prominent families and has experience in designing and establishing family office operations, including identification of services, process and procedures and technology search and selection that support developing a world class family office.
John has advised families in comprehensive financial and performance reporting, partnership and trust accounting, treasury management, marine and aviation operations, human resource and tax department oversight.
John has served as an investment and governance committee member, a corporate and trust officer and a foundation board representative for family entities, private equity investments and socially responsible projects.
John received his Bachelor of Business Administration in Public Accounting from Pace University. He is a founding member of the Family Office Committee of the New York State Society of Certified Public Accountants.
How John is building a better working world
“We build a better working world by supporting the legacy and vision, leadership, ownership and wealth transition of a family office. Our job is to support owners, families and the businesses and investments they own through a review of people, processes and technology.”