John is a Registered Representative with Kingswood Capital Partners, LLC and has over two decades of experience, working with both institutional and individual investors on a broad range of investments solutions tailored to reduce taxes and enhance income generation.

For the past 15 years John’s primary focus has been providing individual investors comprehensive strategies in alternative investments, tax mitigation, income and portfolio management. Prior to becoming an independent financial adviser, John was a Director in the Global Credit Group at BlackRock. During his tenure at BlackRock, John’s team managed private credit and counterparty risk across all global business units within the firm. John spent the early years of his career at Deloitte Consulting, Citi Global Markets and with a multi-strategy Private Equity firm where he focused on capital allocations to their late-stage venture investments.

John holds Series, 7 & 66 licenses and is a graduate of Cal Poly, San Luis Obispo. He resides in Orange County, CA.

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