Investment Operations & Client Services
Johnny plays an essential role in the team’s investment and financial planning process while wearing many hats behind the scenes. He assists in the initial plan construction, research, asset allocation, and trading to align with our clients’ financial objectives.
Starting out as an intern on Chad’s team, Johnny quickly learned the ropes and earned a full-time position upon graduating from Arizona State University with a Bachelor of Science in finance from the W.P. Carey School of Business.
Outside of the office, Johnny is usually playing softball, perfecting his golf swing, or spending quality time with friends and family. He considers himself fortunate to have such an adventure-loving group around him, and counts swimming with sharks and paragliding in Hawaii among their recent experiences.