A Business Development Associate at ShoreHaven Wealth Partners. He is responsible for growing and developing new business, financial plan development, Investment research and analysis, and data gathering.
Prior to joining ShoreHaven in 2022, he began his career in 2013 in Operations at Barclays and HedgeServ. In 2014, John joined BlackRock on their Advisor Services Desk, where he consulted for Financial Advisors across the U.S. In 2015, he was promoted to the Internal Sales Desk, where he supported Financial Advisors in the Mid-West. He was responsible for educating and providing investment insights while helping Financial Advisors construct and manage risk for their client’s portfolios.
He earned his bachelor’s degree in Finance from the University of Scranton and the University of Manchester, U.K., in 2013. While at the University of Scranton, he was a member of the Men’s Ice Hockey Program for four years. John is also a graduate of Red Bank Catholic High School.
In 2020, John became a CERTIFIED FINANCIAL PLANNER™ (CFP®), the standard of excellence for financial planners. He met extensive training and experience requirements and committed to CFP Board’s ethical standards that require them to put their clients’ interests first.
John and his wife, Katie, live in Middletown, NJ, and are proud parents to Lucas and Avery Mae. They spend most of the summer in Long Beach Island, NJ. He also enjoys traveling, snowboarding, and playing hockey.