Peristyle Works Only with Entrepreneurial Wealth Creators
Who Want Their Outsized Wealth Managed Prudently.
If you are trying to 2-3x your net worth via haphazard speculation in public markets, then we are not the firm for you.
Unlike generalists (who attempt to be all things to all people), Peristyle's entire focus is to manage investments defensively while helping to plan for how best to transfer assets from one generation to the next.
In terms of asset management, our expertise resides in an investment management style that attempts
to protect investments during times of protracted economic stress while seeking
opportunities for when markets are trending upwards.
As legendary investor Warren Buffet so famously mused:
"The single greatest way to compound capital is to avoid losses."
Again, while many advisory firms set out to work with clients of all types and dispositions, we
firmly believe that our undiluted focus on a niche (with distinctive needs) allows us
to offer highly-impactful service with uncompromising attention to detail.
John A. Suarez, MBA, CIMA®
President & Founder of Peristyle
I have been a student of markets since 1992, carrying stock pages (and car magazines) to school in my backpack. I became a currency and commodity trader in 2004 and learned powerful lessons about trend following and strategies designed to help mitigate portfolio risks. I later completed an MBA with a focus on energy markets and commodity futures.
Realizing that my trading and risk management skills worked well across multiple asset classes, I became a financial advisor and joined Merrill Lynch in 2010 to serve Ultra-High-Net-Worth clients. In 2017, I received my Certified Investment Management Analyst® (CIMA®) designation through The Wharton School after completing the industry's most rigorous courses in portfolio construction, investment management, and risk mitigation.
Taking initiative, I broke away from the traditional Wall Street banks and founded Peristyle Wealth Management in 2019 to embrace my specialty of serving entrepreneurs and innovators. I strongly believe that undiluted focus, obsessive attention to detail, and shared life goals make me the right wealth manager for my exceptional clients.
I am a devoted husband to Liz and father to my daughters, Evelyn and Sadie. I am a Louisiana native and moved from New Orleans to Denver in search of beautiful landscapes and an outdoor lifestyle for my family. When I'm not working, we're usually snow skiing, hiking, traveling, and enjoying the mountains. We're also locally famous for hosting the best crawfish boils in Denver.
Online, you can usually find me on the Ferrari forums or scrolling car classifieds and BaT looking for hidden gems. When not musing over various pieces of automotive art, I also used to play golf before I realized that spending 4 hours on a golf course on the weekends is far inferior than spending 4 hours with family. Hopefully the children take up the sport one day...
The Wharton School - IMCA Certified Investment Management Analyst® (CIMA®)
Tulane University - MBA (Finance/International Business/Energy Markets)
Tulane University - Undergraduate BSM (Finance)
Past Board Member - Committee for a Better New Orleans (CBNO)
Past Board Member - Thomas & McMahan Cancer Foundation
Past Board Member - Encore Academy Charter School
Past Board Member - Fisher House of Louisiana
Past Treasurer - Tulane Alumni Association
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Peristyle receives business support, including investment management research, compliance, human resources, and more, through NewEdge Advisors, LLC.