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John advises institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. He is a member of the firm’s Taft-Hartley Business Council.
Prior to joining Fiducient, John was a Taft-Hartley Senior Client Portfolio Manager at SEI Investments. John earned his BSBA degree from Daniels College of Business at the University of Denver.He also obtained his CAIA designation and is a member of the CAIA Pennsylvania Chapter. In addition, he is a member of the CFA Society Philadelphia. In his free time, John enjoys, running, reading and traveling with his family.