Wealth Advisor, Managing Director
John is a Senior Wealth Advisor and Managing Director at HTSW. John brings more than 35 years of institutional financial market and investment experience to his work with clients. Prior to joining HTSW John built a distinguished career across some of the world’s leading financial institutions, including Goldman Sachs, Salomon Brothers, Citigroup, and Morgan Stanley.
John began his career in 1989 in Goldman Sachs’ Fixed Income Division, where he traded complex collateralized mortgage obligations and asset-backed securities. He was later recruited by Salomon Brothers as a Product Manager in the Fixed Income Division and went on to hold senior leadership roles that contributed to the growth and success of Salomon Brothers’ Emerging Markets Division and Citigroup’s Structured Products Division. In 2018, John joined Morgan Stanley Wealth Management as a Fixed Income and Alternatives specialist and was promoted to Portfolio Manager in 2020.
In addition to his institutional career, John brings valuable operating experience, having served as Chief Financial Officer of a venture-backed veterinary stem cell company, where he advised founders on financial strategy and capital raising. This combination of market, portfolio, and business leadership experience allows John to bring a disciplined, risk-aware, and solutions-oriented perspective to portfolio construction and investment management.
John studied Economics at the University of Michigan, where he was a Big Ten Tennis Champion. He is the father of three sons and enjoys golf, tennis, and travel. Deeply committed to giving back, John supports organizations including the Boys & Girls Club of America, Part of the Solution, Mercy Haven, and the Metropolitan Mortgage Officers Society, and frequently volunteers his time teaching tennis to young aspiring athletes.