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

 

John founded Invictus Financial Development, an investment operations and technology consultancy. Through Invictus, John has served multi-manager organizations and general partner organizations in launching new investment funds, technology development and the conversion of fund complexes. As an entrepreneur, John has worked in the deployment of advanced technologies to improve asset and fiduciary management processes. Prior to being an entrepreneur, John developed a funds-based OCIO platform for Rogerscasey. As a partner with Rocaton Investment Advisors, he created 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 his BS and MBA from NYU’s Stern School of Business.  John is a CPA licensed in New York state and holds his Series 7 and 66 securities licenses.