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.

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Education

Northeastern University  |  Boston, MA

Master of Science in Taxation

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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

 

Affiliations

Member, Massachusetts Society of CPAs