Vice President, Investments
John has over 25 years of investment advisory experience in both the institutional and retail arenas. He is a Municipal Bond and General Securities Principal with an emphasis on fixed-income products. As a Registered Investment Advisor (RIA), John advises on wealth management and creates personalized bond ladder portfolios. John is an authority on fixed-income products and has contributed several articles to local publications on this subject. He has also been on several occasions a guest lecturer at U.C Berkeley’s Haas School of Business. John received a BA degree from the University of California, Davis, where he graduated with honors.