John has over 24 years experience in investments and finance. He spent 16 years with the Bon Secours
Health System where he directed approximately $1 billion in their Endowment, Pension, 403(b) and Off-
Shore Captive Insurance Subsidiary. Additionally, he had oversight of the issuance of over $1.4 billion of
tax-exempt municipal bonds and was responsible for the Centralized Operating Cash Management Program.
John was strategically involved in setting asset allocation policy, asset liability modeling, hiring and
performance monitoring of investment managers, socially responsible investing.
Prior to Bon Secours Health System, he was an Audit Supervisor with Coopers and Lybrand in
At Asset Strategy Consultants, John is responsible for investment manager searches and performance
attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital
markets and other analytical projects.
He manages the Hunt Valley analytical staff of seven professionals.
John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John
received the Chartered Financial Analyst designation in 2004 and is a member of the CFA Institute,
the Baltimore CFA Society and the AICPA.