Experience

John has more than 20 years of experience in the investment management industry, the last 5 with Forum Financial Management, LP. Prior to joining Forum, he was the Chief Investment Officer for Trust Company of Illinois. John is a Certified Financial Planner™ (CFP®) professional and a Chartered Financial Analyst® (CFA®) charter holder.

Education

 John holds a bachelor’s of Arts in Economics from the University of Illinois Urbana Champaign

Professional and Civic Organizations

• CFA Society of Chicago member
• Wheaton Lions Club Vice President
• College of DuPage Foundation Treasurer
• Wheaton Park District Board Commissioner

Family life and hobbies

John resides in Wheaton with his wife, Lora, and two teenage children. He enjoys reading, cooking, lifting weights, chess, and the great outdoors.