John has over 30 years of financial services experience focusing on client experience and providing unique and time-tested insights for the benefits of their financial plans and investment goals.
Joined Lido: 2019
Homebase: Boca Raton, FL
Professional Focus: John focuses on customized wealth planning and portfolio management, tax minimization strategies and client support. He is also a member of the Investment Committee, which focuses on developing investment and risk management strategies for client portfolios.
Professional Designations: Certified Public Accountant
Education: B.A., Finance and Accounting, State University of New York, New Paltz
Previous Work Highlights: John began his career in 1986 as a Financial Analyst in New York City. Became a Certified Public Accountant and managing partner of a public accounting practice in Liberty, New York before returning to the investment sector. John joined Merrill Lynch in 2008.
Personal Facts: He served on the board of directors of the Weston FC – Weston, Florida youth soccer program.
