John is a Wealth Manager and Shareholder at Wetherby Asset Management. John’s role is to advise clients on customized investment strategies, portfolio construction, and complex retirement, trust and estate planning. Wetherby has a uniquely client-centric and service-oriented approach and currently advises on over $4 billion of client assets. John co-chairs the firm’s wealth planning committee and is part of the firm’s management committee. He’s also responsible for running the New York Office of the San Francisco headquartered firm.
John holds a BS in Mechanical Engineering from the University of Virginia (UVA), is a CFA charterholder, and is a CFP® professional. He’s a member of the New York Society of Security Analysts and the Financial Planning Association of New York; formerly he was president of the UVA Club of San Francisco. While an undergrad at UVA John spent a semester abroad in St. Petersburg, Russia. He resides in New York with his wife.