Associate Portfolio Manager
In his current role on the Portfolio Management team, John participates in the preparation and presentation of performance reports during client meetings. In addition, he prepares and reviews client investment materials, assists in the proposal of portfolio recommendations, and participates in daily market research meetings and monthly investment committee meetings.
Prior to Athena, John worked at State Street Corporation as a Fund Administrator in the Financial Reporting division. Previously, he interned at Morgan Stanley Wealth Management.
Bachelor of Arts in Economics with a Minor in Finance from Providence College, cum laude.
ACHIEVEMENTS AND POSTS
Passed Level II of the CFA Exam