John is a Senior Portfolio Manager, responsible for investment research, portfolio management and client service. He joined the firm in 2011, when he began his second career after leaving a large public utility where he served in a variety of senior Information Technology roles. John also is an instructor with the Investor Education Institute, leveraging his prior teaching experience and contributing to the continual dynamic content available through the Institute. John earned his BA in Information Systems and Computer Programming from Purdue University and his MBA from the University of Chicago. John holds the Series 65 Investment Advisory Representative license.