John McInerney, CFP^®

John can be reached at (732) 301-5072. 

John McInerney joined Lido in 2023. John helps his clients build and preserve their wealth to live a lifestyle of enjoyment and impact. Prior to joining Lido, John worked for 13 years at Morgan Stanley with senior level professionals of public companies in the risk management, insurance and healthcare industries. He specializes in equity compensation and concentrated stock positions.

John attended the Lubin School of Business at Pace University in NYC, where he graduated with a BBA in Finance in 2000. John holds his Series 66 and is a CFP®. John sits on the board of New Focus – New Jersey, a non-profit organization that helps coach and train people in financial need and distress.

John resides in Freehold, NJ with his wife, four children and their energetic boxer. In his free time, he enjoys golf, traveling, martial arts, cooking, and Spartan Races.