John is a native of South Dartmouth, Massachusetts. He has spent over 30 years inspiring clients and advisors in the financial services industry. He started his retail investment career at E.F. Hutton, Providence, RI and later joined Merrill Lynch in the same city. He spent nearly twenty years representing institutional money managers including J&W Seligman, Berkeley Capital Management, National Asset Management and Eaton Vance Distributors.
A lifetime sportsman, John is a past captain of the Carnegie Abbey Club and has served on the Board of the Rhode Island Golf Foundation. John and his wife, Lorene, are the proud parents of four daughters; Megan, Amy, Ali and Mia.