My Role:
As a Private Wealth Advisor, John works to create a level of financial security for his clients that allow them to spend their time and energy on things other than money.
John specializes in working with Executives, Entrepreneurs, and Operators that have had their heads down designing and building the future. They love what they do, and they usually have more than they need, but they wonder how much is enough for them so they can have the freedom to slow down, the security to give to their families and communities, and the clarity to create the best possible long-term strategy.
Speaking Engagements:
John is an active participant in both the financial advice and entertainment communities and enjoys leading thoughtful conversations in both these areas.
John presented to the Writer’s Guild of America (WGA) in 2023, 2024, and 2025 and is slated to return in March of 2026. He also presented to the Producer’s Guild of America (PGA) in November of 2023.
John led breakout sessions at the Financial Planning Association’s Annual Conference (FPA) in 2023 (Phoenix, AZ) and Osaic’s Annual Conference (ConnectEd) in 2024 (Orlando, FL) and 2025 (San Antonio, TX). Finally, John was a guest presenter at the Kitces Financial Planning Value Summit in December of 2024.
Work History:
Prior to joining IronBridge, John worked for Siller & Cohen Family Wealth Advisors, providing comprehensive financial planning and investment advisory services, mostly to high and ultra-high net worth individuals and families.
Where I Come From:
John was born and raised in Acton, Massachusetts, a suburb about one hour west of Boston. After attending college in Allentown, Pennsylvania, he moved to Westchester, New York, where he currently resides.
Education:
John graduated from Muhlenberg College in Allentown, Pennsylvania with a B.S. in Finance.
He earned his CERTIFIED FINANCIAL PLANNER™ certification and also holds his Series 7, Series 66, and Life and Health Insurance licenses.
My WHY:
John’s early experience in Wealth Management greatly influenced his passion and vision today. As a young entrant to the business, he time and time again ran into prospective clients who were financially unprepared to achieve their objectives.
John is committed to engaging proactively and regularly with all of his clients to ensure that their plans are continuously refined and improved on, maximizing their likelihood for financial success.