CPA & Trust Administrator
John is the firm’s Trust Administrator and a member of the tax group. As Trust Administrator, John oversees the financial management of all firm trust and custody accounts. John ensures all client, trustee, and investment advisor directed receipt, disbursement, and security transaction needs are executed correctly and timely. John is also responsible for the preparation of internal and external financial reporting for firm clients.
As a member of the tax group, John helps our clients with tax planning, consultation, and preparation services.
Northeastern University | Boston, MA
Master of Science in Taxation
Boston College | Chestnut Hill, MA
Master of Science in Finance
University of North Carolina | Chapel Hill, NC
Master of Business Administration
College of the Holy Cross | Worcester, MA
Bachelor of Arts
Member, Massachusetts Society of CPAs