John joined Crestwood in 2023 and serves as a Director and Senior Research Analyst. Prior to joining Crestwood, John directed Endurance Wealth Management’s Equity Research Department.
For forty-five years, John has conducted fundamental research and investment analysis at major investment firms in New England. He has been the Director of Research and a member of the Investment Policy Committee for Criterion Capital Management; Fleet Investment Advisors, which was the 30th largest asset management firm in the world with over $170 billion of assets under management; and Baldwin Brothers.
John is a member of the CFA Institute, the CFA Society Providence and the CFA Society Boston. He is active in supporting our troops and veterans through his ongoing involvement with the Wounded Warrior Project and Fisher House. John has also been a trustee and treasurer of the Rhode Island Renal Institute.
John earned his BS in Finance at Boston College and his MBA in Finance from Bryant University.
John is married with two children and is a devoted grandfather. He is an avid photographer, and he remains a strong supporter of college hockey, particularly at Boston College.