Our People

As CIO, John is responsible for overseeing the selection and monitoring of the money managers and their investment strategies to which the portfolios of the firm’s high net worth clients are allocated. Also, he works with the firm’s Wealth Advisors in creating customized portfolio asset allocations for clients.

Prior to joining the firm, John was President and Chief Investment Officer of Signal Capital Management, Inc., the investment advisory subsidiary of Old National Bancorp.  In that position, John was responsible for all aspects of investment policy governing the management of $2.7 billion of managed client assets, including the Signal Funds family of mutual funds. He led a team of 24 investment professionals including analysts, portfolio managers, traders and support specialists located in three regions. As a member of the senior leadership team, John also was involved in strategic planning and project management for the entire Wealth Management Division. Prior to that, he was Senior Vice President and Chief Investment Officer of Old National Trust Company, supervising the overall investment function of the trust company that, operating in three states, managed over $4 billion in client assets with a 15-office team of over 130 employees serving 5,000 client accounts. Before then, John was Vice President and Investment Officer of American National Trust and Investment Management, where he managed client portfolios and was involved with new business development efforts. Earlier, John was Vice President and Chief Investment Officer, NE Indiana Region for JPMorgan Chase (formerly NBD Bancorp, Indiana), managing over 300 client portfolios as well as four common and collective funds.

He holds an undergraduate degree from Indiana University and completed the Cannon Financial Institute, Advanced Trust Investment School, University of Notre Dame. Also, John holds a Series 65 License.

John enjoys time spent with family cooking, visiting art museums, listening to music and traveling. His more solitary pursuits include reading and designing and crafting wood furniture.