John previously served as the firm's Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the Northeast. He continues to assist and mentor financial professionals and staff across the company.
Since 1983, John has advised high net worth individuals and families in the areas of financial planning, estate and insurance planning, investment management and portfolio construction. John graduated from Wilkes College (now University) with a BS in Business. In addition, he has received his industry designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College of Bryn Mawr, Pennsylvania. He has held numerous leadership positions in national industry organizations including The Society of Financial Services Professionals, AALU, GAMA and LIMRA’s Research Agencies Group. Additionally, he has served on the Advisory Boards for 7 Financial Services Companies.
For the past 13 years, John has served as the Trustee of his alma mater, Wilkes University and serves on the finance and endowment committees. He is passionate about creating opportunities for young people and along with his wife, Renate, has endowed the John and Renate First Generation College Student Scholarship Fund.
John and Renate live in Dover, Massachusetts and have two adult children and two wonderful grandchildren. When not working for his clients, he can usually be found taking photos, stumbling down a ski slope or struggling with his golf game.
Phone: 781-893-0909 x288
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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