SVP, Business Development
Southeast Territory & Puerto Rico
John leads sales and distribution efforts in the Southeastern region of the United States, focusing on driving new relationships in the territory.
Prior to joining GeoWealth in 2021, John was a Regional Consultant with AssetMark. John joined AssetMark in 2013 and held various Consulting and Business Development positions within the firm focusing on RIAs, Hybrid RIAs and IBD Advisors. He worked closely with the firms and helped them make business decisions to increase scale and efficiency by focusing on solutions that freed their time, capacity, and growth constraints.
John also served as Regional VP for ICON Advisors. John joined ICON in 2005 and help expand the firm’s market share across the Wirehouse, IBD, RIA and Hybrid RIA channels. Before joining ICON, John was a Senior Marketing Consultant at Mutual Service Corporation.
John earned a B.A. in Business Management from Valdosta State University and lives in sunny South Florida with his two daughters.