Phone: 215.641.2570 x204
Fax: 215.641.2573
John co-established WhartonHill Advisors in 2009. As one of the principals, John is responsible for vendor relationship analysis and due diligence efforts to identify new products and to help fiduciaries understand the fees and services provided by vendors.
EDUCATION
Bachelor of Arts in Managerial Economics, Lynchburg College, 1990
DESIGNATIONS AND LICENSES
Accredited Investment Fiduciary, AIF.
Series 6, 63, Life and Health held with LPL Financial.
Series 65 held at Global Retirement Partners (GRP).
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