Senior Advisor

John is a senior advisor to PL Advisors as well as He has 26 years of experience in the financial services industry. John is currently Principal/Founder of Key Strategic Advisors, LLC, a strategic advisory and consulting firm specializing in advising asset managers on their growth strategies and corporate development initiatives.

Most recently, John was a Senior Managing Director in UBS Investment Bank’s Global Financial Institutions Group focused primarily on working with asset management and related companies. He has extensive experience in the origination, structuring and capital raising of investment products on behalf of asset management companies, launching over 145 investment vehicles raising in excess of $100 billion in new assets. John was also head of the Fund Advisory and Shareholder Services Group that is responsible for providing clients and fund Boards with comprehensive market analysis.

John joined PaineWebber in 1992 and occupied a variety of roles in different areas within the Private Client Group before joining the Investment Bank.

John holds a Bachelor of Arts degree in Economics and History from Stony Brook University.