John is a vice president, relationship director and investment specialist at Avantis Investors®.
Before joining Avantis Investors, John served as a vice president and regional manager at Dimensional Fund Advisors (DFA), where he spent over 10 years working with advisors and institutions. His primary focus was on advisors affiliated with independent broker-dealers and major wirehouses throughout the western United States. John specialized in helping advisors understand, communicate and implement DFA’s investment strategies. He also managed the West Coast distribution team as part of the broker-dealer advisor group.
Before DFA, John spent three years at SEI, where he served as a regional director. He began his career at UBS Financial Services in Boston, Mass., as part of the Financial Advisor Associate Program.
John earned a Bachelor of Science in management with a concentration in finance and accounting from the Carroll School of Management at Boston College. He is a CFA® Charterholder and holds Series 7, 24 and 66 licenses.