Investment Reporting Associate
John is a member of the investment reporting team and is responsible for producing portfolio performance reports ahead of client wealth management meetings.
Prior to Sage, John worked in the investment reporting and analysis groups at Forbes Family Trust and JP Morgan Chase. He graduated with a B.S. in Business Management from the University of Massachusetts Lowell.
John lives with his family in Blue Bell and enjoys outdoor activities.
Describe what inspires you about your job.
I love working as a team. At Sage, teamwork is paramount, and we all work together to help contribute to the end product – each client’s happiness and success.
What particular qualities do you have that contribute to the Sage team and the client experience?
I am a hardworking and detail-oriented person who loves to dive deep into systems and processes.