Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
John is a 1982 graduate of the U.S. Naval Academy. Following five years of active duty as a Lieutenant on the USS Frank Cable, John earned an MBA from Cornell University in 1989. He then started his career as a member of Goldman Sachs private client services department. In 1993, he transferred to Goldman Sachs Asset Management where he was ultimately promoted to National Sales Manager. Between 1996 and his recruitment by Veritable in 2004, John occupied management roles at Hirtle Callaghan, Bear Stearns and U.S. Trust. As Veritable’s Co-CEO and Chief Operating Officer, he has direct responsibility for the firm’s client-facing investment teams and a variety of its department heads. He is a member of Veritable’s Executive Committee and chairs the firm’s Operating Committee. Raised in Brooklyn and Long Island, John and his wife Linda have three adult children and reside in Chester County outside of Philadelphia.
John is a 1982 graduate of the U.S. Naval Academy. Following five years of active duty as a Lieutenant on the USS Frank Cable, John earned an MBA from Cornell University in 1989. He then started his career as a member of Goldman Sachs private client services department. In 1993, he transferred to Goldman Sachs Asset Management where he was ultimately promoted to National Sales Manager. Between 1996 and his recruitment by Veritable in 2004, John occupied management roles at Hirtle Callaghan, Bear Stearns and U.S. Trust. As Veritable’s Co-CEO and Chief Operating Officer, he has direct responsibility for the firm’s client-facing investment teams and a variety of its department heads. He is a member of Veritable’s Executive Committee and chairs the firm’s Operating Committee. Raised in Brooklyn and Long Island, John and his wife Linda have three adult children and reside in Chester County outside of Philadelphia.