The Alliance of M&A Advisors is proud to feature this list of experts of all types:
John leads one of the largest and longest-tenured wealth management practices in UBS's Philadelphia market area. With nearly 30 years of experience in the financial services industry, John has dedicated himself to developing tailored financial solutions based on a clear understanding of his clients' goals. He works primarily with high net worth individuals and families, focusing specifically on financial planning, multigenerational wealth management and creating customized portfolios.
John has been featured in U.S News & World Report, Philadelphia Business Journal, Daily Local News and Region's Business.