top of page

A seasoned investment and insurance industry professional with 25 years of experience handling complex transactions involving tax advantaged investments for Fortune 1000 companies and high net worth individual. John has been a trusted advisor for large public and private companies with a track record of large investment transactions.

His past experience included in the development of several insurance products, Universal Life and Variable Universal Life policies with both domestic and international life carriers. Further, he has partnered in the development of innovative structured investments for offshore private placement VUL policies.


  • X
  • LinkedIn


bottom of page