John’s passion for helping others achieve their goals brought him to Adviser in 2022, where he currently serves as the head of client operations & services. In this role, John oversees a team of dedicated and knowledgeable professionals in delivering an engaging and seamless client experience.
Prior to joining Adviser, John spent 19 years at Fidelity Investments, starting as a client service representative, where he fulfilled the service needs of investment advisers and clients. From there, John held multiple roles in learning and operations, eventually leading the learning and talent management function for a global audience of investment associates. At Fidelity, John and his teams were recognized by both the International Society for Performance Improvement and the Association for Talent Development for developing robust learning and performance support programs that measurably improved business results. John lives in New Hampshire with his wife and 2 children, as well as their dogs Myla and Barkley and their cat Deuce.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC