As Director of Client and Investment Operations, John is primarily responsible for managing the investment administration process for clients, which includes the administration of the subscription process for all private investments and the maintenance of documentation – W-9s, partnership amendments and redemptions.
A member of the operations team at Morgan Stanley for nine years, John served as the Director in Fixed Income Client Service where he managed a team responsible for institutional trade booking, confirmation, and settlement.
John earned a Bachelor of Business Administration in Finance and Economics from James Madison University.
