John has over 30 years of expertise as a top investment specialist including over 20 years as a Portfolio Manager for high and ultra-high net worth clients. In his role of Senior Portfolio Manager, John specializes in developing and managing customized investment portfolios for high net worth investors, trusts, foundations and other non-profit organizations. John leads the development and maintenance of the equity strategies and investments and helps develop the overall investment philosophy for Investors’ Security Trust Company. John has a BS in Finance (graduating Magna Cum Laude) and an MS in Financial Analysis (Graduating with a 4.0 average).