John Nawrocki, CPA

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John provides middle and back office, accounting/audit and investment operations support to IOR and its clients.

 

John joins IOR after founding Invictus Financial Development, an investment operations and technology consultancy serving multi-manager platforms, start-up asset managers, and asset owners. In this capacity, John led the development and launch of a Latin American based direct Infrastructure asset management organization serving global investors. He also served OCIO organizations in launching new investment funds, technology development, and the conversion of fund complexes.  John has also worked in the deployment of advanced technologies, including machine learning and artificial intelligence, to improve asset management and fiduciary management processes.

Prior to founding Invictus, John designed, developed and launched two OCIO programs.  He developed a funds-based OCIO platform for Rogerscasey, serving institutional and individual investors with public markets, hedge fund of funds, and custom private equity portfolio solutions. As a Partner with Rocaton Investment Advisors, he developed a direct investment (no proprietary funds) OCIO platform, serving large endowments & foundations, pension plans and defined contribution plans.  John’s early career was as a CPA conducting forensic accounting and business valuation engagements, and corporate M&A.

John earned both his BS and MBA from New York University’s Stern School of Business. John is a Certified Public Accountant, and holds the Series 7 and 66 securities licenses.