John brings more than 27 years of portfolio management and wealth planning experience to his leadership of the Legacy Planned Outcome Portfolio Solutions (Legacy POPS) team. Prior to joining Legacy, John was a Partner at NorthCoast Asset Management, where he developed and managed quantitative, rules-based approaches to tactical investment strategies. He later became a Partner at St. James Investment Company, where he embraced the principles of Benjamin Graham and disciplined, value-oriented portfolio management.

John holds a BS in Finance from Hillsdale College, an MA in Economics from the University of Detroit Mercy, and an MBA from the Kellogg School of Management at Northwestern University.  As a portfolio manager, he has managed over $5 billion of client capital throughout his career.  A CERTIFIED FINANCIAL PLANNER™ practitioner, he has successfully developed complex retirement income and estate plans for over 1,000 client households.  John serves on the firm’s Investment Committee, with a particular focus on liquid alternative and risk-mitigating investment solutions designed to provide asymmetric returns for clients.