John provides portfolio management and financial planning services to clients. Prior to starting BCS, John was with UBS for over 10 years where he was a First Vice President and a Senior Portfolio Manager. Prior to that, John was a municipal bond trader with Robert R. Meredith & Company. He began his professional career as a staff engineer at the Massachusetts Institute of Technology (MIT) and subsequently worked as an environmental engineer in private industry.

A graduate of the University of Rhode Island, John received a B.S. in civil and environmental engineering. He went on to earn an M.S. in civil and environmental engineering from Tufts University. When not at work, John is involved in local and community affairs. He is a Trustee of the Monmouth Conservation Foundation and also contributes to a number of nonprofit and other organizations. He enjoys running, ice hockey, and tennis.