John is a Wealth Planner at the firm. He enjoys working with multi-generational client families to navigate the complexities of managing their wealth, helping each client achieve their long-term financial goals, and providing financial education for younger generations.
Prior to joining Ballentine Partners, John served as a Senior Category Manager at Wayfair, where he worked closely with a global supplier base, and created and executed long-term e-commerce and retail growth strategies for the firm. Previously, John served as an Associate Director on the Global Business Development team at Cambridge Associates – working closely with ultra-high net worth private client and family foundation prospects to address their investment needs. Earlier in his career, John was a Client Associate at Federal Street Advisors (now Pathstone) – helping families and foundations achieve their investment and financial planning goals, and an Associate at Brown Brothers Harriman managing relationships across the bank’s global sub-custodian network.
John serves on the Board of Advisors for Playworks New England – a national non-profit organization that supports learning and physical health by providing safe and inclusive play for low-income students in urban schools. Additionally, for over eight years, John served as a co-instructor of Innovation and Strategy courses through the Harvard Division of Continuing Education. John graduated with a BA in Government from Franklin and Marshall College.
John lives in Dedham, MA, with his wife, Sarah, and son, Hudson. During his free time, John enjoys spending time with his family, reading, golfing, gardening, and traveling whenever possible.