John is a senior portfolio manager and has been at the firm since 1992. He became a senior fundamental research analyst on the US large-cap value team in 1999 and was promoted to portfolio manager in 2005 for US dividend-oriented Income Stock and Equity Income. He still functions as a senior research analyst on the Dynamic Large Cap Value strategy, responsible for the consumer, technology and telecommunications sectors. Prior to joining the firm, John attended Babson College where he earned a bachelor of science with distinction in accounting and management information systems. He later earned a master of science in finance from Boston College. John holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Years at firm may include tenure at The Bank of New York Mellon Corporation affiliates. Experience listed may include partial year periods.