John is a Client Service Manager supporting both private wealth and institutional clients. He collaborates closely with clients, portfolio managers, accountants, and attorneys to deliver tailored solutions and exceptional service. He also works with the Boston Trust Walden team on trust operations and compliance.
John began his career at State Street and went on to hold leadership roles at Cambridge Trust Company and Berkshire Bank, where he developed extensive expertise in trust and managed account administration. He holds an MBA from Suffolk University and a BA from Providence College. In addition to his professional responsibilities, John volunteers with the Springwell Money Management Program, assisting older adults with their financial affairs.