John is responsible for portfolio reviews and assisting in fund due diligence. He is excited to serve Aptus’ financial advisory clients and work diligently to improve their clients’ financial outcomes.
Background & Education
John is a graduate of Mississippi State University with a Bachelor’s Degree in Finance. Prior to joining Aptus, John was an analyst on the investment portfolio at Regions Bank and a Portfolio Manager at an independent RIA in Alabama.
John is a CFA Charterholder and a member of the CFA Society of Alabama.
Outside of the Office
Originally from Asheville, North Carolina, John and his wife, Marion, now live in Birmingham, Alabama. He enjoys following sports, staying active, and spending time outdoors. He can often be found running or spending his free time on the golf course. He and Marion are members of Redeemer Community Church in Birmingham and enjoy exploring new places with their Golden Retriever, Maple.
Why Aptus?
“I crossed paths with Aptus at an earlier stage in my career and immediately recognized the culture and team environment as a place where someone can make a lasting impact on the lives of others. Having the opportunity to hop on board was an easy yes.”