John co-founded Eagle Ridge in 2008 and is a Partner and Portfolio Manager. John also serves as the firm’s Chief Compliance Officer. He enjoys portfolio management as well as providing financial guidance to clients. Prior to joining Eagle Ridge, John was Managing Director and head of the Connecticut Investment group for U. S. Trust Company. He co-managed two of the firm’s proprietary mutual funds and served on multiple committees including the Portfolio Policy Committee. John began his investment career with E.F. Hutton Asset Management where he served as a Portfolio Manager overseeing high net worth client and institutional portfolios. John received his B.A. from Fordham University and e