John joined Blackstone in 2017 after more than 14 years of serving institutional clients in the mutual fund industry. A Massachusetts native, John moved to Boston, MA upon receiving his degree in Finance and Economics to begin his financial services career. Within the financial services industry he has held several analytic and management positions including bond and equity valuations analyst, manager of security valuations as well as serving as an equity data manager.
He joined Blackstone Valley Wealth Management to enrich the client services being provided by Jim and Gregg as the practice continues to expand. His support is client focused embracing the theme of building successful long-term client relationships. John provides support to our advisors with the managing and trading of client portfolios, executing financial plans as well as managing the relationships with our external investment business partners. He regularly attends client meetings to gain a deep understand of our client’s values and goals using this knowledge to assist Jim and Gregg in the alignment of their clients plan and portfolio accordingly. Working in tandem with the advisors, John strives to help our clients work towards accomplishing all that is important to them.
During his time with the Blackstone team, John successfully acquired the Chartered Retirement Planning Counselor (CRPC®) and Financial Paraplanner Qualified Professional™ (FPQP™) designations through the College for Financial Planning.
When not servicing clients, John enjoys coaching his daughter’s sports teams, hiking and skiing with his family as well as exploring the back roads on his motorcycles.