- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
John is responsible for delivering sophisticated planning advice and overseeing key relationships for the firm. As a Certified Private Wealth Advisor® professional, John has expertise in advising ultra high net worth individuals on strategies to minimize taxes, maximize growth, and efficiently transfer wealth. Through the Goals Driven Wealth Management planning process, he advises clients on how to align their assets with corresponding lifestyle, family, and philanthropic goals. Additionally, John specializes in cash flow modeling and retirement planning as well as preparing the next generation of families to be responsible stewards of wealth through Northern Trust’s Essentials financial education curriculum.
Experience
John has almost two decades of experience in wealth management, financial planning, and private banking. Prior to joining Northern Trust, John spent over 10 years with U.S. Trust, Bank of America’s Private Bank advising ultra high net worth clients in Austin and greater central Texas.
Community Involvement
John is a Premier Circle member of the Dell Children's Trust, serving as a grant committee member. He is currently serving as President and board member of the Austin Texas Exes Chapter, and has chaired the scholarship committee. In addition, he has served as a mentor to undergraduate Economics majors at the University of Texas and spoken at Department of Economics undergraduate career events.
Joined Northern Trust
2018
Education
Bachelor of Arts from the University of Texas at Austin. Master of Business Administration from Southern Methodist University. Attended University of Chicago Booth School of Business.
Credentials
Certified Private Wealth Advisor (CPWA).
Austin
Cash Services Unavailable
98 San Jacinto Boulevard
Suite 350
Austin, Texas 78701