John has 45+ years of experience in the investment business. He is a Certified Financial Analyst charter holder, and a Chartered Investment Counselor through the Investment Advisor Association. From 1983-2005, he was Managing Director and Executive Vice President of Pasadena Capital Corp. John co-managed the research/portfolio management department from 1983 to 1998. During his tenure, assets under management had grown from $160 million to over $5 billion by the time the firm was sold to Phoenix Companies in 1997. From 2005 to 2011, John consulted on client portfolio strategy and business development to a team of financial advisors in Orange County, CA. John since has provided economic and investment guidance for JST’s client portfolios.
Today, John does not engage any longer in day-to-day business activities at JST, his vast experience and wise insight proves invaluable time and time again. John is also a double graduate of the University of Southern California (Go Trojans)! with a bachelor degree focused on Real Estate and a MBA degree in Finance.
JST Investment Consulting has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
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