John received his BS and MBA degrees from the State University of New York at Buffalo, with specialties in Accounting, Finance, and Operations Research. John holds the Chartered Financial Analyst® designation. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Public Accountant. John has published articles for the AICPA and Trusts & Estates magazine. He has been an invited speaker on a variety of topics related to wealth management. He has served on a number of non-profit boards, with a particular focus on strategic planning.
Prior to BRF, John was Managing Director of Silver Ventures, a family office in San Antonio Texas. Prior to joining Silver Ventures he served as the Chief Investment Officer for Market Street Trust Company, a family office in Corning, New York for 11 years. John has spent over 20 years advising individuals in the areas of tax and investments and 15 years operationally in Forbes 400) family offices.