John supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2021, John was a Portfolio Analyst for U.S. Bank. He earned a Bachelor of Arts in Business Economics from Wheaton College. In his free time, John volunteers with GRIP Outreach for Youth. He also enjoys sailing, hiking, running and following Major League Baseball (especially his favorite team, the Washington Nationals).
