Pre- and Post-Liquidity Planning
Business Transition Planning
New Hampshire Charitable Foundation, Trustee, Treasurer, Member of Executive Committee and Chair of Audit & Finance Committee
John is a financial service professional with more than 30 years of experience. John makes introductions to those who may benefit from our capabilities and expertise, and works directly with clients to define financial goals, create appropriate strategies, and monitor and provide feedback about their progress towards those goals.
John served as the Managing Director, Family Wealth & Business Transition Planning for Harvest Capital Management prior to their merger with The Colony Group in 2019. Previously, John was the NH State President for Bank of America and Market Executive for its wealth management division, U.S. Trust, where he led wealth management and commercial banking teams in advising individuals, families and businesses throughout New England.
He graduated with a Bachelor of Arts in Economics from Middlebury College in Middlebury, VT where he also played football. In addition, he holds the Certified Exit Planner (CExP™) designation and is a member of The BEI Network of Exit Planning Professionals™.
John currently serves on the Statewide Board of The New Hampshire Charitable Foundation. He previously served on the boards of The Nature Conservancy of NH, NH Business Committee for the Arts, Elliot Health Systems, the New Hampshire Humanities Council, Junior Achievement of NH, the Corporate Fund of the NH Charitable Foundation, and on the Advisory Council of the Currier Museum of Art.
Outside of the office, he loves to travel with family and friends, plays golf and tennis and enjoys skiing. On his list of all-time favorite books is the Lord of the Rings Trilogy by J.R.R. Tolkien: “My generation’s ‘Harry Potter’ series.” He is married to Gail for more than 25 years, and they have three sons.
Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...
“The sale of the business is not the end but, in fact, a beginning.” Marshall Rowe, James Fitts, and John Weeks celebrated the release of their new book with Worth Media's Juliet Scott-Croxford as they discussed how to successfully transition a family-owned business.