John is a Principal at CBIZ Retirement Plan Services’ Cottonwood office. John earned his Chartered Financial Analyst (CFA) certification in 1993.
As a Principal, John works closely with clients to set investment goals, find investment managers who can meet their goal and monitors their progress. He also assists plan sponsors in addressing fiduciary issues while managing the costs of plan administration. CBIZ Retirement Plan Services has been named one of PLANADVISER’S Top 100 Retirement Advisers multiple years in a row.
Prior to joining CBIZ, John was owner of Cottonwood Advisors, LLC, which was acquired by CBIZ in 2015. Previously, he was also a Principal at Palmer & Cay Consulting Services. He worked for Atlantic Asset Management, a fixed income investment management firm in Stamford, Connecticut, as well as DeMarche Associates. While with Atlantic, John oversaw the firm’s marketing efforts, and consultant relations. At DeMarche, he was a lead institutional investment consultant and national practice leader for corporate finance consulting.
John received his Bachelor of Arts degree from Rice University and a Master of Business Administration in Finance from University of Kansas. John is a member of the Kansas City Society of Financial Analysts and currently serves on the Board of Advisors of the KU Biodiversity Institute. He recently served as a Director of The Nature Conservancy and was the appointed Chairman of the Kansas Wildlife and Parks Commission for eleven years. John and his family live in Fairway, Kansas. John enjoys spending time at his Flint Hills farm and his second home in Colorado Springs.
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Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by media sources are generally based on information prepared by the recognized advisor.
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory, third party administration, actuarial and other corporate retirement plan services. Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)