John is a Senior Client Advisor at the firm. He has a passion for guiding clients through the complexities of managing their wealth in the most impactful way to the family. In addition to working with clients, he is part of the management team for the Wealth Planning Associates and leads the training program for the planning staff at Ballentine Partners.
Prior to joining the firm in 2015, John worked in the Personal & Business Planning Department at Commonwealth Financial Group. During his tenure at CFG, he assisted their advisors in researching and creating different financial strategies for families and closely held businesses.
John graduated from Bentley University with a double major in Finance and Ethics & Social Responsibility with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
John currently resides in Marblehead with his wife and daughter. He enjoys spending time with his family and playing golf and hockey.