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John McInerney,
CFP®
Director, Senior Wealth Manager
Red Bank, NJ
John McInerney,
CFP®
Director, Senior Wealth Manager
Red Bank, NJ
John sits on the board of New Focus, a non-profit organization that helps coach and train people in financial need.
John helps his clients build and preserve their wealth with the goal of living a lifestyle of enjoyment and impact. He specializes in equity compensation and concentrated stock positions.
John worked for 13 years at Morgan Stanley with senior level professionals of public companies in the risk management, insurance, and healthcare industries, specializing in equity compensation and concentrated stock positions.
John lives with his wife, four children and their energetic boxer. He enjoys golf, traveling, martial arts, cooking, and Spartan Races.
B.B.A., Finance, Pace University
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