Certifications:
Chartered Financial Analyst (CFA)
Education:
B.S. Finance - University of Oregon
Experience:
Associate - Dimensional Fund Advisors
John has long had an interest in investing. As a child, his father always gave him stocks for his birthday and holidays, so he could learn the long-term benefits of investing. Leaning into that as he grew up, John wanted to learn more about how the markets worked, which led him to study finance and economics in college. From there, he found his way to investment management.
As an Analyst at Sand Hill, John focuses on what he enjoys most—investment execution and research. In previous roles, he was responsible for distribution around an entire suite of products, which gives him a broader perspective and understanding of how each component of a portfolio works together. He loves being able to apply his knowledge of the market to help clients realize their goals.
Outside of work, John stays active playing in recreational basketball leagues and following his favorite teams, which include his alma mater (go Ducks!) and the A’s, even though they’re no longer in Oakland. He also has a keen interesting horology—the study of timekeeping. He even builds his own watches from scratch.