Having worked with families over a span of three decades, John shares his planning and investment knowledge as a mentor and resource for Sequoia’s advisors. He was previously CEO of Affinia Financial Group, which was acquired by Sequoia in 2023.
John is a recognized thought leader in planning for families of individuals with disabilities as co-author of the groundbreaking book, The Special Needs Planning Guide and is often featured in the media. For a comprehensive view of the arc of John’s career and life, please take a look below at A Father First, a film made by Investment News in 2017 .
John lives in Melrose, MA with his wife, Susan, and his son, James, who has Down Syndrome. In his free time, he enjoys outdoor pursuits and construction projects of all kinds.
Key fact about John: do not get him started on the Peloton bike. One word: obsessed.
