“I find satisfaction in working alongside the consultants on client accounts and uncovering opportunities to enhance our clients’ plans and portfolios.”
John’s client focus is on institutional retirement plans, foundations and endowments, and the regular performance analysis and reporting that Highland conducts on our clients’ behalf. John also facilitates trading for our clients, preparing rebalances, cash raises, and fund additions and removals. In addition to those responsibilities, he also assists with “general plan maintenance,” depending on client needs.
“Whether through better investment options, cost savings, or simply providing our clients with a more complete understanding of their current situation, there are countless examples of how Highland has improved the client’s situation in some demonstrable way.”
John’s a sports fan who loves his local Cleveland teams and Premier League Soccer, too, especially Chelsea and Liverpool. Did you know Chelsea’s first nickname was the “Pensioners”? (Which may or may not refer to defined benefit plan participants. You’d have to ask John.) When he’s not watching sports, John’s participating in them–running, biking, golfing, or catching a plane, train or automobile to feed his love of travel.
- 5 years with Highland
- BS, John Carroll University, Cum Laude