INDEPENDENT GUIDANCE. FOCUSED ATTENTION. SELECTIVE INVESTING.
Peristyle Private Wealth was founded as a boutique, independent financial consulting firm by John Suarez in order to deliver concierge-style planning and investment management services for selective investors.
The scope of our work is intentionally limited to a small group of individuals and institutions from across the country because we believe that personal relationships and attentiveness help to fuel more meaningful guidance.
The financial planning services tailored by Peristyle can be designed to help clients plan for, and adapt to, a variety of life’s transitions, challenges, and milestones.
Having actively followed financial markets since 1992, John began his career as a currency and commodity trader in 2004. Developing knowledge of investment strategies centered on capital preservation and risk management, he joined Merrill Lynch in 2010 to serve a select group of entrepreneurs, institutions, not-for-profits and multi-generational families.
In 2017, John completed the rigorous work required to obtain 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 passion for cars, he is perfectly content with them simply calling him "Dad."
Wharton School - IMCA Certified Investment Manager Analyst® (CIMA®)
Tulane University - MBA (Finance/International Business/Energy Markets)
Tulane University - BSM (Finance)
Board Member - Tulane Alumni Association
Board Member - Fisher House of Louisiana
Board Member - Committee for a Better New Orleans (CBNO)
Past Board Member - Thomas & McMahan Cancer Foundation
Past Board Member - Encore Academy Charter School
Connect with John on LinkedIn
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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.
John A. Suarez, MBA, CIMA®