John is the Head of Client Onboarding and Data Management at AndCo. He works with multiple groups within the organization to ensure new clients are transitioned to our firm’s services. John functions as an intermediary between money managers, custodians, plan administrators and other service providers to gather the needed background information in a consistent format.
John has 22 years of professional experience working exclusively in the investment consulting industry providing services to both Defined Benefit and Defined Contribution plans. Prior to joining AndCo, he worked for D. A. Hudson and Associates, an independent consulting firm specializing in Taft-Hartley plans. His responsibilities included investment manager research, performance measurement & analysis, compliance monitoring, internal operations, administrative support, information technology and regulatory compliance monitoring.