John is an Investment Management Partner. He joined Advanced Investment Partners in 2002 and has 10 years of investment experience. His primary responsibility is portfolio construction for AIP’s tax-managed strategies.  

Prior to becoming a Partner on the investment team, John served as the Operations Manager for Advanced Investment Partners.  John managed trading, portfolio accounting, and relationship implementation for the firm.

John began his investment career with Investment Advisory Services, a division of Raymond James Financial in 1998.  As a Senior Trading Associate, he was responsible for Block and individual account trading, and portfolio management review.

John earned a B.S. in Finance from the University of South Florida, in addition to an A.S. in Business from Indiana University.  John has obtained the Chartered Financial Analyst designation. He is a member of the CFA Institute and the CFA Tampa Bay Society. John also holds the Series 7, 24, 55, 63, and 65 licenses.