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 strategies in tax mitigation, retirement income and portfolio management. Prior to becoming an independent financial adviser, John worked within the Global Credit Group at BlackRock. During his tenure at BlackRock, John’s team managed private credit and counterparty risk across all business units.
John spent the early years of his career at Deloitte, and then with a multi-strategy Private Equity Investment firm where he focused on capital allocations to their late-stage venture capital team. John holds Series, 7 & 66 licenses and also holds his California Life and Health Insurance license.