John Archbold, CFA | Client Portfolio Manager

John Archbold is responsible for ongoing advisor and client support and education. He is passionate about ensuring that the advisor and client experience at Aptus is of the highest quality and prioritizes improving financial outcomes for clients.

Background & Education

John spent previous years working with high net worth investors and their advisors, most recently at Brinker Capital. Before that, he spent several years working in the private credit and private equity arena at FS Investments. Earlier in his career, John was a financial advisor and a Regional Marketing Director for the Hartford Funds.

John holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Philadelphia and the CFA Institute.  He received his undergraduate degree in Political Science at Syracuse University. John holds the Series, 7, 24, and 63 licenses.

Outside of the Office

John lives with his family in Haddonfield, New Jersey. John and his wife, Emily, share a passion for food and wine and even got their Sommelier certifications. His son Charlie and dog Hilde keep him on his toes and on the move as much as possible. It was Charlie who at the age of three became enamored with golf and finally roped his father into the game at age forty. Other hobbies include an obsession with history, trying to become a better chess player, and still playing any and all sports in his middle age.

Why Aptus?

“I was introduced to Aptus through a mutual industry friend. Upon studying the firm, it became immediately clear to me that this was the kind of long-term opportunity that I had been looking for. The truly innovative investment offerings combined with a relentless focus on the advisor and client experience made the decision to join the firm an absolute no-brainer. Through the process of getting to know everyone involved, it became clear that this was a culture that I wanted to be a part of.”