John joined Coho Partners in 2017. He is responsible for working closely with clients, consultants, and members of the Coho Investment Committee to engage in all aspects of the firm’s client relations needs. John has 31 years of experience in the financial industry.
Before joining Coho, John was the head of relationship management for Delaware Investments. He was responsible for overseeing the team that managed relationships for approximately $17 billion of client assets and $55 million in revenue. Prior to Delaware Investments, he was a managing director of client relations for Turner Investments where he focused on managing and selling large, complex institutional relationships with combined assets of $5 billion. Previously he held senior positions at Delaware Investments and PFPC Inc.
John graduated from La Salle University with a BS in accounting and received an MBA in finance from St. Joseph’s University. He holds FINRA Series 7 and Series 63 licenses and serves as an adjunct professor of finance at La Salle University. John is a member of the Association of Investment Management Sales Executives (AIMSE).