Who We Are

John is Head of Fi360.  In this role, he’s responsible for strategy and leading day to day operations.

John started at Fi360 in 2016 as chief product and strategy officer.  Prior to Fi360, he spent over 14 years at Morningstar where he led global teams responsible for technology-based wealth and retirement plan solutions.  Early in his career, John worked for Brinson Partners as portfolio administrator for large wealth and retirement accounts and served as an officer on a closed-end bond fund.

In addition to his industry experience, John has a BS in Finance from the University of Illinois, MS in Decision Sciences from the London School of Economics, MBA from the University of Chicago's Booth School of Business, and MSIT from Northwestern University.