John joined Pegasus Partners in 2016 and serves as a Wealth Advisor for wide variety of families, sharing his knowledge and experience with public and private investments, proactive gifting and sophisticated estate planning, private business transitions, and multi-generational communication and education. Prior to Pegasus Partners, John was a Managing Director in Baird’s Institutional Equities & Research group for 15 years. At Duff & Phelps, John conducted business sale processes and independent business valuation analysis. He began his career at Northern Trust. John has a BBA in Finance from University of Notre Dame and received his MBA from the Kellogg School of Management at No