Our Team

John was previously employed as a Client Operations Officer at State Street Bank and Trust in the Institutional Investor Services division. While at State Street, he managed a team responsible for ten institutional not for profit clients providing operational, financial and relationship support. Since joining State Street in 2015, John has held positions in the Asset Manager and Wealth Management divisions. Prior to State Street, John worked for Ancora Securities, a broker dealer in Cleveland, Ohio serving as Operations Manager. John is a graduate of Case Western Reserve University.