John brings 8 years of diverse experience in the financial services industry, having held positions at prestigious institutions including JP Morgan, the Federal Reserve Bank of Philadelphia, and Equus Private Wealth. He holds his Series 65 license and earned dual degrees in Finance and Economics from Temple University. As a Level 3 Candidate in the CFA Program, John demonstrates his ongoing commitment to professional development and investment expertise. New to Indianapolis, John is excited to explore all that the city has to offer and establish roots in the vibrant Hoosier community.