As the Chief Investment Officer, John is responsible for the due diligence and investment research required to manage the Visionary portfolios. With his expertise, John leads the Visionary Investment Committee and Think Tank to build solid investment strategies for clients.
John chose to serve in the financial services industry to help clients achieve their biggest financial goals and dreams. He sees his role as one of the most rewarding paths he could have chosen. At Visionary, he uses his knowledge and experience to help clients, while always serving them with the highest level of integrity.
Prior to Visionary, John began his career as an international fixed income trader and government bond trader at Edward Jones. In 2010, he moved to Stifel Nicolaus, where he was a corporate bond trader. In both roles, John’s primary responsibilities included trading, helping financial advisors build customized fixed income portfolios for their clients, and educating financial advisors about current market events and their impact on clients’ portfolios.
John has a Bachelor’s Degree in Finance and a Minor in Accounting from Saint Louis University, and has earned the Chartered Financial Analyst and Certified Financial Planner designations.
John was born and raised in St. Louis, and lives in University City with his wife, Kelly and son, Blake. They enjoy traveling internationally to learn about other cultures and broaden their perspective. In his spare time, John is an avid runner and enjoys playing racquetball. He also is a big brother in the Big Brothers Big Sisters program and loves spending quality time with his little brother, Will.
Brett and John sit down to talk about the the learning he had from qualifying for the Boston Marathon. From being a kid that dealt with weight issues to then qualifying. He talks about some of his early failures, to thinking that qualifying was a pipe dream, to starting to believe it, and finally doing it!