John joined Crestwood in 2015 and serves as Chief Investment Officer and Partner.
Since joining Crestwood John has managed the firm’s research efforts, including overseeing the asset allocation framework and proprietary research process. As head of the Research Team, John constructs a range of thoughtful, diversified portfolios that strive to meet clients’ long-term goals and to successfully navigate the market’s ups and downs.
John holds the Chartered Financial Analyst designation and a member of the CFA Institute and Boston Security Analysts Society. He has over 25 years of working in investments and advising client portfolios, focusing on rigorous data analysis and comprehensive wealth management solutions. John has a BA in Economics and Psychology from St. Lawrence University.
John lives in Dedham with his three children. He has been active in the community coaching youth soccer coach for 15 years and served on the boards for Dedham Youth Soccer and Saint Paul’s Nursery School. John enjoys being active – golf, hockey, soccer and biking – and cooking good food.