Keep on track with the right financial advice

John’s career began with eight years in the banking industry at Dime Savings  where he worked with clients’ savings and borrowing needs. Upon achieving officer status, he was assigned to the bank’s bond portfolio and became director of the Retirement Planning Department. John received his license as a financial advisor in 1982 at Prudential Securities and became a branch office manager in 1990. In 1993, he established and managed a branch office for Smith Barney for fifteen years. In 2010, he joined UBS Financial Services as a Senior Portfolio Manager. In 2015, John completed the Wealth Management Advisor Program, an advanced studies program addressing the management and transference of assets for successful families. John has also earned the designation of Certified Exit Planner Advisor to assist in private business evaluation.

John is active in many organizations in the community. He currently serves on the board of the Regenerative Research Foundation for neural stem cell discovery. He is also a trustee of the Albany Institute of History and Art. He is a past president of the Living Resources Foundation and also led the Living Resources Licensed Home Care Agency. John is a past president of the Northeastern Association of the Blind at Albany, a former trustee and membership chair of the Fort Orange Club, and served on the Board of Governors of Wolferts Roast Country Club. He was a founding member of Medicus Christi, a health organization committed to establishing a teaching hospital in Africa, and was honored in 2005 as United Way’s Executive of the Year.