CoverProfile

John Bratschi

Managing Partner, Wealth Advisor

Prio Wealth

United States, Massachusetts, Boston

About Me

With over 35 years of investment management and counseling experience, John serves as a trusted advisor to multi-generational families, small businesses, and non-profit institutions. John engages clients to fully understand their priorities and construct well-diversified portfolios accordingly. Prior to joining Prio in 2000, John was Senior Vice President at UAM Investment Services. He gained extensive retirement planning and investment experience at Fidelity Investments where he was Vice President of Retirement Counseling. John began his career as a financial analyst for The Boston Five Cents Savings Bank and CompuGraphic Corporation. John graduated from Boston University with a Bachelor
View more

Profile Information

Managing Partner, Wealth Advisor

Prio Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

More profiles to browse

AS
Alanna Spada
Managing Director, Wealth Advisor
KM
Kelly Morgan
Managing Partner, Wealth Advisor, Director of Investments
WD
William Dion
Managing Director, Director of Financial Planning
PS
Paul Stringer
Managing Director, Chief Investment Officer of Equities

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University