John joined Shorepoint Capital Partners as a Senior Portfolio Manager in March of 2018 after spending the last fifteen years of his career at Columbia Threadneedle Investments. At Columbia Threadneedle, John oversaw more than $2B in institutional client assets within the asset allocation group. Prior to this, he spent five years as a senior portfolio manager for Columbia’s $1.1B Small Cap Value I portfolio.
John began his career as an economist with the U.S. Department of Labor. He then was an equity analyst specializing in international equity research and a sector research analyst at Fidelity Management & Research Company before joining Gannett, Welsh & Kotler as a senior equity analyst.
John is a CFA charter holder and member of the CFA Institute and the Boston Security Analysts Society. He earned his MBA from the Carroll Graduate School of Management at Boston College and his B.S. from the University of North Carolina, Greensboro. John lives in Needham, MA, with his wife and five children. He enjoys coaching youth sports and 2018 will mark his 25th consecutive Boston Marathon.