John joined Brighton Financial Planning in 2008 and assumed ownership in 2010. As owner of Brighton Financial Planning, John provides financial coaching, financial planning and investment management services to approximately 100 clients in 15 states. The firm has approximately $80 million in Assets Under Management. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director and Client Portfolio Manager. Within this role, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting. During his time with Invesco, John was a frequent speaker at conferences, including to the United States Securities and Exchange Commission. Prior to Invesco, John was as an Officer and Senior Vice President at Mutual of America Capital Management. Prior to Mutual of America, John held several positions with Raymond James Associates, Inc. and subsidiaries. These positions included Director of Marketing Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group. John graduated from Rutgers University, where he received a B.A. in Political Science in 1988, and from the University of Tampa, where he earned an M.B.A in Finance in 1993. John possesses the Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), an Accredited Investment Fiduciary (AIF®), and the CERTIFIED FINANCIAL PLANNER™ designations. He is a member of the CFA Institute, the Financial Planning Association, the New York Society of Security Analysts and the CAIA Association. Finally, he is a member of the Board of Directors. As a member he was the 2019 and 2020 Education Director and is the 2021 President of the Financial Planning Association of New Jersey.
Brighton Financial Planning
Serving Clients in these States