John has 33 years of experience in the financial services industry working with major investment firms including: Morgan Stanley Smith Barney, UBS, Wachovia Securities, Shearson Lehman Brothers and Johnston, Lemon & Company.
John has conducted numerous educational seminars for major corporations and organizations, including: The International Monetary Fund (IMF), The World Bank, The Organization of American States (OAS), The Discovery Channel, The Bureau of National Affairs (BNA), General Electric/NBC, Charles E. Smith Companies, The Society of Human Resource Managers (SHRM) and many others. He has also hosted Mid-Day Money Talk on WRC Radio.
John has his Certified Investment Management Analyst ® (CIMA ®) certification from the Wharton School of Business at the University of Pennsylvania. He graduated from the University of Maryland with a degree in accounting in 1981. He trained and qualified to work with executive’s stock option plans as part of the UBS Corporate Executive Services Group. John holds numerous registrations in the securities industry including, FINRA Series 7, 8, 63, 65, and Insurance for 31 states.
John is a past member of the Board of Governors of Opportunity International, which helps entrepreneurs in poverty stricken areas globally. He is also on the Board of Advisors for The House – A Place for Youth in Anacostia, DC. John resides in Bethesda, Maryland with his wife Dina and his sons Jack and Jamie.