Executive Wealth Manager, Principal
John joined Sage in 1998 after a short stint in management for a Fortune 1000 company. In addition to managing relationships, John oversees the firm’s compliance department. John is recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine (12/2023 for the period 2/2023-8/2023. Sage does not pay a fee to be considered for, awarded, or the use of the Five Star designation). Click here for important disclosure information about the Five Star program.
John earned a B.S. in Business Administration, majoring in Finance, from Villanova University. Following college, he was commissioned as an officer in the United States Navy and served for four years as a Surface Warfare Officer, specializing in anti-submarine warfare. He had extensive deployments to the Mediterranean Sea, Persian Gulf, and the Baltic area.
John is a member of the Board and Chairman of the Finance Committee for Mother Teresa Regional Catholic School in King of Prussia. He is also Treasurer for Mother of Divine Providence CYO Athletic Association.
What do you love about being part of Sage?
I love being able to help clients daily. Whether that is helping address an outside-the-box question about their finances or calmly keeping them on course during stormy market environments. I’ve loved investments since I was a teenager, and I think I have an affinity and the talent to help match the most appropriate investments to meet each person’s individual goals.
What particular qualities do you contribute to the Sage team and the client experience?
I am analytical, empathetic toward the issues that clients face, willing to take a team-based approach to create solutions, driven to seek the best results for our clients, an independent thinker, and not afraid to speak up if I think things need to be done differently to produce the best results.
