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John Foreman, MBA

John Foreman, MBA

Investment Director

John works with us to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income specialist and was an advisor with Citi-Smith Barney where he specialized in short-term money market securities. John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Managment Analyst® (CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment management consulting and wealth advising services.
 
Domiciled in CT and licensed to sell insurance and securities in several states.