John joined the RhumbLine team in July 2005 with a solid background in investment operations. John reports to Tom Cassidy, Director of Operations, and he is responsible for many portfolio operational functions such as trade communications, settlements, monthly reporting, reconcilements and performance measurement. John has daily contact with brokers and all the custody banks to insure smooth trade flow.

Prior to joining our team, John spent 7 years at State Street Bank. As a Client Service Officer within the Specialized Trust Services group, he serviced many different types of clients including Group Trusts and Municipal Plans.