Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: John serves as a research analyst covering public and private equity, debt, real estate, and alternative investments. He also covers broad economic and financial market research and data analysis.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.A., History, Lawrence University; M.S., Finance, University of Wisconsin-Milwaukee; M.B.A., Lubar School of Business, University of Wisconsin-Milwaukee
Previous Work Highlights: Prior to Pegasus partnering with Lido, John was President of Series Portfolios Trust, a U.S. Bank Global Fund Services Sponsored Multiple Series Trust. He spent fourteen years as a Vice President, managing a team of ten employees. Before entering financial services, John was a Social Studies teacher.
Personal Facts: John and his wife Jennifer have two children, and he enjoys travel, sports, and reading.
