John co-founded Eagle Ridge in 2008 and is a Partner and Portfolio Manager. He also serves as the firm’s Chief Compliance Officer. He enjoys the investment side of the business (analyzing companies, determining investment strategies etc.) but also loves working with his clients and has relationships with families that he has provided financial guidance to for several decades.
John grew up in Westchester County, New York and is the oldest of 7 children. He received a B.A. from Fordham University (paying for it by working in the local liquor store), then went on to do an MBA at Pace University. He began his career as a Portfolio Manager at E.F. Hutton Asset Management before moving on to head up the Connecticut Investment group for U. S. Trust Company. There he co-managed two of the firm’s proprietary mutual funds, served on multiple committees including the Portfolio Policy Committee and met David Tillson with whom he would later start Eagle Ridge.
John is our resident golf enthusiast, and you can also often find him on the double-black diamond ski runs of Vermont. He enjoys extreme workouts, which he proved recently when he snapped his humerus overdoing the pull-ups! If you have noticed that John has a particularly sparkly smile, it’s because his wife, Suzanne, is a dentist. They have two children and recently became first-time grandparents!
“The firm’s unconditional focus on doing what is best for the client. David Tillson and I made the determination when starting Eagle Ridge, to have only one master – our clients.”