John joined the Operations Team in 2020 as Operations Manager.
Most recently, John served as a Senior Fund Administration Specialist for Touchstone Investments in Cincinnati, Ohio, assisting with day-to-day operational issues for sub-advisors and vendors. Prior to that, he spent four years as a Senior Financial Analyst for Great American Insurance, analyzing the investment portfolio and calculating investment returns. Previous experience at ClearArc Capital included assisting with mutual funds and marketing consulting, handling databases, processes, branding and proposal work, and analysis and reporting. He also served briefly as a broker/dealer specialist for JP Morgan in its Worldwide Security Services division.
John earned his degree in Business Administration from the University of Dayton in Ohio. John’s interests include coaching his son’s basketball team, watching his children play sports, playing golf, and cheering on the Cincinnati Reds, Bengals, and Bearcats, as well as the Dayton Flyers.