Meet John


John joined BWM in May 2024 and serves as the firm’s Director of Investment Research and Strategy. John works closely with Jim and the Carson Group Investment Team in the development and execution of BWM’s investment strategies.

John earned a bachelors degree from Wheaton College in Economics and Spanish. He also is a CFA Charterholder® and a member of the CFA Institute and CFA Society of Chicago. He has contributed to financial publications, including the Investments & Wealth Institute®.

Prior to joining BWM, John was a Product Manager at Innovator Capital Management, where he served as an ETF expert with in-depth knowledge on portfolio construction, strategy, and positioning across various market environments. During his time at Innovator, the firm’s assets under management grew from $6 billion to over $18 billion.

In his free time, John loves sharing life with his family and friends, being outside (normally running or playing soccer) and supporting Manchester United.