John is an Associate Director of Advisory based in Pathstone’s Winter Park, FL office. John works with families and institutions on a wide range of wealth management matters, including investment management, wealth planning, and next-generation education. He is dedicated to helping families navigate complexity with clarity, intention, and long-term alignment.

Prior to joining Pathstone, John held roles at Charles Schwab & Co., Inc. within the Advisor Services Premier Wealth Group. In this role, he partnered closely with ultra-high-net-worth wealth management firms, helping advisors address complex operational and client service challenges. John served as a resource on Schwab platforms and research, providing advisors with information and support in addressing client needs

John is a Certified Financial Planner®. He earned a Bachelor of Science in Finance from Long Island University, where he was a member of the university’s collegiate baseball team. During his time at LIU, he received the Frank Giannone Award, an honor recognizing leadership, sportsmanship, and character within the university’s athletic program.

Originally from Buffalo, New York, John now lives in Lake Mary, Florida with his wife Lauren and their two boys, Tanner and Grayson.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.