John joined The Colony Group with CapGroup Advisors in 2015 and serves as Chief Learning Officer and a Principal of the firm. He brings a wealth of investment industry experience in areas including firm operations and business management, investment strategy, portfolio management, trading, research, compliance, relationship management, marketing, and technology.
Prior to serving as Chief Operating Officer and Chief Compliance Officer at CapGroup, John was a Founding Partner and CEO of Mentor Wealth Management. His experience also includes serving as Director of Portfolio Management and Chair of the Investment Policy Committee for Wealthcare Capital Management, head of Evergreen Investment Management Company’s performance department (formerly Mentor Investment Group, a division of Wheat First Securities), and as a member of Thompson, Siegel & Walmsley’s WRAP portfolio management team. John also worked extensively as a publishing equity research analyst covering the consumer discretionary sector for Davenport & Company and the restaurant/foodservice and utilities industries for Wachovia Securities.
John graduated from Bucknell University with a Bachelor of Science degree in Business Administration, earned his Master of Business Administration degree from the University of Richmond, and holds the Chartered Financial Analyst® designation.