CLIENT RELATIONSHIP MANAGER
As Client Relationship Manager, John's main goal is to ensure an excellent Trinity client experience as he continues to grow in the knowledge of financial planning and advising. John earned his Bachelors in Business Administration from Bryant University with majors in Finance and Accounting, and a minor in Psychology. Prior to Trinity, John worked for SEI Investments for 6 years as an Internal Business Development Manager, providing case support to advisors throughout the east coast. John lives in Phoenixville with his wife, Thais, and his dog, Moose. In his free time he enjoys playing golf and soccer.