*Peristyle is intentionally NOT all things to all people*
Instead of being a generalist firm, Peristyle was founded as a home for those who favor a defensive disposition when it comes to protecting and growing their legacies.
As such, we focus on defensive investment strategies that are designed to protect from protracted market downturns while offering an opportunity for growth when market conditions are favorable.
Peristyle also provides guidance on ways to potentially reduce large estate tax liabilities so that your legacy may serve as intended.
Having actively followed financial markets since 1992, John began his career as a currency and commodity trader in 2004.
Having developed knowledge of investment strategies centered on capital preservation and risk management, he joined Merrill Lynch in 2010 to serve High-Net Woth and Ultra-High Net Worth clients.
In 2017, he completed the rigorous work required to earn the Certified Investment Management Analyst® (CIMA®) designation offered in partnership with the Investments & Wealth Institute and the Wharton School. This designation signifies an advanced understanding of investment due diligence and behavioral finance.
Outside of professional life, he is the dedicated husband to his wife, Liz, and devoted father to his daughters, Evelyn and Sadie. While he hopes that his daughters will one day share his automotive passions, he is perfectly content with them simply calling him "Dad."
John A. Suarez, MBA, CIMA®
President & Founder of Peristyle
Wharton School - IMCA Certified Investment Management Analyst® (CIMA®)
Tulane University - MBA (Finance/International Business/Energy Markets)
Tulane University - BSM (Finance)
Past Treasurer - Tulane Alumni Association
Past Board Member - Committee for a Better New Orleans (CBNO)
Past Board Member - Fisher House of Louisiana
Past Board Member - Thomas & McMahan Cancer Foundation
Past Board Member - Encore Academy Charter School
Investment & Wealth Institute TM (The Institute) is the owner of the certification marks “CIMA”, and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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Peristyle receives business support, including investment management, compliance, human resources, and more, through NewEdge Advisors, LLC.