As the Head of Wealth Management at Kestra Financial, John leverages his global leadership experience to ensure the wealth management offering drives growth and enables financial professionals to accomplish their business objectives. Specifically, John is responsible for overseeing the firm’s platforms focused on wealth management, portfolio construction, investment products, advisory services, financial planning, and retirement plans.

Prior to joining Kestra Financial, John led global businesses at UBS across financial planning, portfolio construction, estate planning, wealth planning, investment products, and trust solutions. John has had the privilege of leading wealth management teams for more than 15 years in the United States, Europe, and Latin America.

John began his career in management consulting in the financial services sector and earned his MBA/MIA at Columbia University and his BS at Boston College. He currently resides in Austin, TX.