Part of the sales and distribution team, John is responsible for developing and maintaining financial advisor relationships. John brings 30+ yrs industry experience, always excited to help advisors and their clients solve portfolio construction problems along with business risk problems to help enhance their overall financial experience.
Background & Education
Prior to Aptus, John represented several different money managers at Virtus, Salomon Brothers, Pioneer Investments, Neuberger Berman, and LoCorr Funds. John also traded commodities and managed futures at the Chicago Board of Trade early in his career.
John graduated with a BA in Economics from the University of Connecticut and was a member of the men’s ice hockey team.
Outside of the Office
Raised just 15 minutes from Wrigley Field in Chicago, John now lives in Naperville, Illinois, with his wife of over 30 years, Lisa. They have 3 beautiful kids, Sarah, Emily, and Tim. John still enjoys playing beer league hockey, golfing, fishing, and rooting on his frustrating Chicago sports teams. His favorite activity, however, is traveling with Lisa to visit their kids, each thriving in their city.
Why Aptus?
“While attending an Aptus due-diligence meeting, a longtime RIA friend called me from Fairhope and said:
You have to work for these people; their message, team-oriented culture, and their value-added services have been key in growing my practice. You’d be a perfect fit.
I don’t get those phone calls every day. As I learned more about Aptus –their collaborative culture, the talent and energy throughout the Aptus family– the more convinced I became that this is where I belong.”