John lives in Boston with his wife and enjoys golfing and skiing in his spare time.  He serves on the Board of Holy Cross of Boston, and mentors a child through Year Up Greater Boston.

Contact John

O: 781-749-6922

As a lead financial advisor for new clients, John offers a holistic, hands-on approach to building customized investment solutions for affluent individuals families and institutions.


John works directly with each client to understand their goals and provide solutions to simplify their complex financial life and exceed their needs. 

Prior to joining New World Advisors in 2018, John served as Director of Private Wealth at Contravisory Investment Management.  For eight years prior, John served as a financial advisor at Morgan Stanley Wealth Management.  He was responsible for delivering financial planning, trust, and investment solutions to high net worth families and institutions. 

John received his degree from the College of the Holy Cross, majoring in pre-med/biology.  After graduating, he spent two years researching cancer at Dana Farber before shifting to a career in wealth management. 

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