John has been advising high net worth clients and their families for more than 25 years. A trusted fiduciary, he views his clients as partners in the wealth management process. His comprehensive approach helps clients structure strategies that seek to optimize investment returns and deliver tax and cost efficiencies.
Prior to joining Minot in August 2020, John was an Executive Director at J.P. Morgan’s Private Bank and a Senior Vice President at Merrill Lynch.
He is a graduate of Amherst College and a CERTIFIED FINANCIAL PLANNER™ practitioner. He serves as a board member for Hope House Boston, and he enjoys coaching youth hockey and baseball in his free time.