Senior Client Adviser/Portfolio Manager
John has worked for over three decades as a financial professional, with experience in corporate finance, commercial lending, private banking, and, most recently, investment management. Prior to joining Rain Capital, John was Managing Director of Client Services at Sigma Investment Management Company, Senior Portfolio Manager at Pacific Investment Advisers, and SVP/Private Client Adviser for Bank of America Private Bank. While at Bank of America, John also served as the Market President for Southwest Washington.
He holds a Bachelor of Arts degree from Yale University, and a Master in Business Administration degree from the Anderson School at UCLA. He is a Chartered Retirement Planning CounselorSM, and a member of the Estate Planning Council of Southwest Washington.