John joined HB Wealth in January of 2025 after working with WMS Partners since May of 2019. He manages the client service and private investment operations departments for the Mid-Atlantic region.
Before joining HB Wealth, John spent eight years with Morgan Stanley in Baltimore. There, he worked for multiple teams in the institutional operations department and was most recently a Director in fixed income client service.
John earned his Bachelor’s degree in Business Administration with concentrations in Finance and Economics from James Madison University.
In his spare time, John enjoys spending time with friends and family, including his wife and son, rooting for the JMU Dukes, and going to the beach.