John is a Portfolio Analyst for Public Trust in the Portfolio Management Department where he supports the firm’s portfolio managers in the development and execution of portfolio strategy, as well as managing daily trade operations.
Prior to this role, John held the position of Analyst at Credit Suisse where he supported the management, distribution, and external feeds for financial securities data used across the firm. He received a Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina at Wilmington and has passed Level I of the CFA Program.