John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the Northeastern U.S. He has more than 25 years of experience working with institutional investors in developing investment policies, making asset allocation and investment strategy decisions, selecting benchmarks and evaluating investment performance. He is responsible for the overall management of local government investment pools (LGIPs) PFM advises in the Northeast, as well as a number of investment advisory programs for state-level agencies. He provides strategic direction for new investment programs and was the architect of PFM’s Managed Accounts Program, a multi-asset class investment solution for long-term funds.
Prior to joining PFM, John spent 12 years with The Vanguard Group, where he managed relationships with large pension, endowment, foundation, healthcare, and non-profit investors and their advisors. While at Vanguard, he was instrumental in developing and managing a number of new business programs, including Vanguard’s college savings programs, planned giving arrangements for higher education and non-profit entities, retirement plan services for small pension and profit sharing funds, and marketing and relationship management for pension and investment consultants.
John is a member of the CFA Institute and the CFA Society of Philadelphia.