A 40-year Wall Street veteran, John is widely regarded as an expert on Fiduciary Responsibility and Investment Management. He is considered to be one of the founders of the investment management separate accounts industry, starting with EF Hutton’s Consulting Services as General Counsel in the 80s. He was a founding Partner of Lockwood in 1995 and was the President of their Broker-Dealers. In 2010 he was awarded the Money Management Institute's prestigious Pioneer Award for having helped build the foundations on which the industry was established.
The founder of Howling Wolf Enterprises and The Learning Network, a training company and a publisher of books and articles on Investment and Financial issues as well as fiction, John has trained and consulted to firms on corporate legal, fiduciary and business development issues specific to the investment management industry.
He developed training materials and delivered courses to the Investment Management Consultant’s Association (IMCA), the Money Management Institute (MMI), Baldwin Wallace College and the Wharton School of Business, University of Pennsylvania.
The author of 14 financial books, including 2010’s iconoclastic Somebody Else's Money, he has also been a regular contributor to various trade magazines, and has written a syndicated investment column for Western newspapers.
John lives on a ranch in Wyoming, along with horses, pronghorn, wolves, cattle, eagles and the memory of his late wife, Marty.