Finds fulfillment in helping families become well positioned in all aspects of their wealth.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: John’s conversations with families help him understand what is important to them, so he can develop strategies and plans to help achieve their goals. He has experience with public and private investments, proactive gifting and sophisticated estate planning, private business transitions, and multi-generational communication and education.
Education: B.B.A., Finance, University of Norte Dame; M.B.A, Kellogg School of Management, Northwestern University
Previous Work Highlights: Joined Pegasus Partners in 2016 serving as a Wealth Advisor prior to its partnership with Lido in 2024. Before joining Pegasus, John was a Managing Director at Baird’s Institutional Equities & Research group for 15 years.
Personal Facts: John and his wife Julie have four children and when he’s not cheering for a variety of high school sport teams, he enjoys golf, driveway hoops and family ski trips.
