John has over 37 years of experience in the financial services industry and is a Managing Director at Miracle Mile. He has dedicated his career to furnishing a full range of financial services, products and strategies. Thorough and innovative, John has helped hundreds of professionals, institutions, high net worth individuals and business owners realize financial independence.
Prior to joining Miracle Mile Advisors as a Managing Director, John was the owner of Castle Asset Management, LLC, an independent, SEC regulated investment advisory firm. In addition to working directly with some of the firm’s key clients in the advanced planning area, he oversees the New York office for the firm.
John is a graduate, Cum Laude, from the State University of New York Oswego with a Bachelor of Science Degree in Accounting and a Minor in Economics. He holds the Certified Financial Planner (CFP®) designation. He received his designation through the College of Financial Planning in Denver, Colorado in July of 1988. John is a member of the Financial Planning Association.
John was one of the Founders and sat as the vice-chairman of Empire National Bank. He also works closely with and supports Angela’s House. Angela’s House assists families caring for medically frail children. He currently lives in Hauppauge, NY with his wife Laura, his son’s Ryan and Tyler and daughter Victoria.
- Holds the Certified Financial Planner (CFP®) designation
- Is a member of the Financial Planning Association
There is more than
meets the eye.
- Loves to be outdoors in the Adirondacks
- Has competed in triathlons since 1992 and finished 13 Ironman distance races
- His earliest childhood memory is being in the bleachers on bat day at Yankee Stadium