My Role:
As a Private Wealth Advisor for IronBridge Wealth Counsel, 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.
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, and then finally to New York City, where he currently resides.
John loves exploring the neighborhoods of the city, often on foot. He is an avid golfer and travels north to Mahopac, New York to play.
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.
Community Engagement:
John participates annually in an outing to raise money for Cystic Fibrosis research. He is an active member and participant at Mahopac Golf Club and loves spending time there.
At IronBridge, John plans to offer Pro Buono financial planning services to those in need.