With more than 25 years of investment management and financial planning experience, John is the lead portfolio manager for Legacy’s Protected Outcome Portfolios (POPs).  John began his career as a financial advisor in 1998, holding positions at American Express Financial Advisors, The Vanguard Group, Fidelity Investments, and Edge Financial Advisors.  Prior to joining Legacy, John was a partner and the Chief Investment Officer at Edge Financial Advisors.

At Legacy, John is responsible for market analysis, data analysis and security testing, security creation, portfolio construction, and trading. He earned the Chartered Alternative Investment Analyst (CAIA) designation in 2006.

John received his undergraduate degree from Grove City College. He lives in Glenview, IL with his wife Cynthia and their children, Bennett and Julia.