As Head of Consultant Relations at Edelman Financial Engines, John partners with leading Consultants and their Sponsors to implement best-in-class Defined Contribution workplace solutions encompassing advice and guidance, customized managed accounts, and personal advisory to more fully engage DC participants and improve retirement savings rates and outcomes.
John’s past industry experience includes:
2013-2018 – SVP and leader of Heitman – Defined Contribution Solutions
2016-2018 – Co-President of industry advocacy group www.DCREC.org
2002-2013 – Executive Director at UBS Global Asset Management including Head of Corporate Strategy for the Americas, Deputy Head of Institutional, Head of Distribution and Strategic Partnerships – Defined Contribution and Retirement Solutions Group.
John began his career in the early 90’s with Colonial Mutual Funds and Cerulli Associates in Boston. He holds a BA from Hamilton College and an MBA from Babson. He is a S-6 and S-7 Registered Rep…and has been a member and contributor to DCIIA since its founding meeting.