John joined WhaleRock Point Partners in 2018 as a Portfolio Strategist. He is responsible for asset allocation, security selection and equity modeling. Prior to joining WhaleRock, John worked for Beaumont Financial Partners where he honed his skills in all three of those disciplines for their clients within the high net worth group. In addition, John performed extensive analysis and trading in the areas of equity, fixed income, and alternative investments. John has experience in constructing, investing, re-balancing client portfolios where his work will be primarily focused at WhaleRock. John is responsible for a majority of WhaleRock’s equity and fixed income trading while assisting in c