Managing Director – Private Client Group
John joined SCS Financial Services in 2012 and has over 23 years of experience in investment management. As a senior client advisor, John works with clients to help determine strategy allocation, portfolio construction, and manager selection for portfolios and integrates those investment strategies within the family’s broader wealth management architecture. Prior to joining SCS, John worked for Cambridge Associates as a senior hedge fund consultant responsible for asset allocation strategy, manager selection, and investment program evaluation. John worked with endowments and foundations, pension funds and private clients. He was also a member of the Pension Advisory Team. John was also a Director and Client Portfolio Specialist at PanAgora Asset Management, where he worked with institutional clients and Sovereign Wealth Funds advising on a variety of investment solutions. In this role, his responsibilities included product development and marketing and led a team of Portfolio Analysts. John also held equity research positions with Pioneer Investments and Putnam Investments. John earned an AB in Biochemical Sciences from Harvard College and an M.B.A. in Finance, Economics, and Entrepreneurial Concentrations from the University of Chicago Graduate School of Business.