John joined Trubee Collins in November of 2014 and brings over 25 years of banking and investment experience.
He came to Trubee Collins from HSBC Private Bank where John was a Senior Vice President and was responsible for the bank’s Upstate New York Investment Management Group. He was a voting member of HSBC’s U. S. Investment Policy Committee and managed portfolios for high net worth and not-for profit clients. John works with his clients to develop a specific investment policy that is tailored to their needs and goals.
Before joining HSBC Private Bank, John was a portfolio manager and research analyst with Elias Asset Management for over six years. He started his career in banking as a commercial lender and moved on to positions that included assessing risk in the bank’s commercial loan portfolios as well as asset-liability management.
John is a native of Western New York. John holds a Bachelor of Arts and Sciences degree from Canisius College with majors in Economics and History and an MBA from the State University of New York at Buffalo. In addition, he holds the Chartered Financial Analyst designation and is also a Certified Financial Planner®.
He is a past President of the CFA Society of Buffalo. He served on the Board of Directors and is a member of the CFA Institute. He also served on the Board of Directors for the School of Management Alumni Association for the State University of New York at Buffalo. He is a past board member of the Buffalo Area Aquatic Club.
John and his wife Christina live in Williamsville with their daughters Lauren and Jessica.