(Specialists, not Generalists)​

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Peristyle rejects the idea that financial firms should try to be all things to all people.

 

Given our founder's unique background, we'd rather provide specialized

guidance to a few than mediocre guidance to many.

 

That's why our sole focus is:

 

 Helping Those who Favor a Defensive Disposition

When it Comes to Protecting/Growing their Legacies.

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As such, we offer (2) distinct areas of expertise:

 

I. Defensive Investing Designed to Dampen Market Downturns 

(while offering an opportunity for growth when market conditions are favorable)

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II. Helping You Coordinate on Estate Planning + Potentially Mitigating Large Estate Tax Liabilities

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FOUNDER BACKGROUND:

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​Having actively followed financial markets since 1992, John began his professional career as a currency and commodity trader in 2004 where he was keenly focused on trend following and momentum-based strategies designed to help mitigate investment risks.

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He later joined Merrill Lynch in 2010 to serve High-Net Worth 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 alongside studies in behavioral finance.  

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In 2019, John founded Peristyle as an independent, highly-focused firm specifically to offer astute

investors and families a thoughtful alternative to the generic advice often provided by Wall Street.

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."