John joined Sentinel Group in 2011 as a Relationship Manager for the Institutional Retirement Services area. He is a registered representative of Sentinel Securities and an Investment Advisor Representative of Sentinel Pension Advisors, Inc. John works closely with plan sponsors offering fiduciary governance, investment management and retirement plan consultative/design services. He is committed to building long-term relationships with his clients and ensuring that they understand and fulfill their fiduciary responsibilities by offering and administering an ERISA retirement plan. John brings over twenty-five years of experience, providing a wide variety of investment advisory services to institutional retirement plan clients.
Educational Background and Certifications
University of Massachusetts, Amherst, MA – MBA – Finance
Northeastern University, Boston, MA – Bachelor of Science – Psychology and Criminal Justice
The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
Accredited Investment Fiduciary®, AIF®
Chartered Retirement Plan Specialist®, CRPS®
FINRA Series 7, 63 & 65
Out of the Office
Playing the piano, skiing, biking, and hiking with his wife and their daughter Akita are just a few of John’s passions.
“Today’s financial landscape is more complicated than ever. You need a financial partner who is independent and innovative, and who possesses the expertise to help you realize your vision.”