With a background spanning alternative investments, portfolio management, and compliance oversight, John brings a disciplined and relationship-focused approach to helping families manage and preserve wealth.
Joined Lido: 2026
Homebase: Tulsa, OK
Professional Focus: John works closely with individuals and families to help them navigate investment decisions with confidence and a long-term perspective. He is extremely interested in investment strategy and values building lasting relationships with his clients and colleagues rooted in trust, accessibility, and personalized service.
Education: B.A., Business Administration, University of Notre Dame
Previous Work Highlights: John joined Lido Advisors through the firm’s 2026 partnership with Jackson Hole Capital Partners, where he previously served as Managing Partner. Prior to co-founding the firm in 2017, he served as Portfolio Manager and Chief Compliance Officer at Financial Solutions, Inc., was Vice President of Alternative Investments at Capital Advisors, and earlier spent more than six years at Permal Asset Management in New York as a financial analyst and portfolio manager
Personal Facts: John is most proud of his family and values the time he spends with them. Outside of work, he enjoys staying closely connected with family and friends and brings the same relationship-centered mindset to both his personal and professional life.
