John joined the firm in 2003, after a successful career as an independent financial advisor. A graduate of Brown University, he is a Certified Financial Planner (CFP®) who has been repeatedly recognized as one of Sarasota’s FIVE STAR Wealth Managers®. As a senior vice president at J.L. Bainbridge, he is responsible for prospective client identification, as well as the management of portfolios for a dedicated group of clients. As a member of the investment committee, he participates in the identification and review of companies and instruments considered for investment. John and his wife live on Siesta Key and raised their three grown sons in Sarasota.