“Know what you own, and know why you own it.” –Peter Lynch, investment manager
John joined the Firm in 2011 and serves as the Director of Equity. He is responsible for following industries and stocks, specifically as it relates to Greenwood Capital’s top-down macroeconomic themes. On a daily basis, he monitors news and earnings on Firm holdings and enjoys identifying and researching underfollowed companies to find new ideas for the portfolios. Additionally, John has managed the Small Cap Equity strategy since inception, and is a Principal of the Firm.
Originally from New Jersey, John has been in the investment industry for more than 20 years. Prior to joining Greenwood Capital, he was a Senior Equity Analyst/Portfolio Manager at Thomson Hortsmann & Bryant, and a Fixed Income Credit Analyst at Chase Asset Management in New York, NY.
He received his B.S. in financial management from Clemson University and is also a Chartered Financial Analyst®.