John joined O’Donnell Wealth Management® in January of 2020 and today serves as the firm’s Director of Trading & Research as well as Portfolio Manager.

In these capacities, John manages our research around the current market conditions and themes that inform the securities and investments selected for constructing each our client’s portfolios.  As a fiduciary, John’s highest duty is to our client’s goals and objectives while ensuring that our investment philosophy and portfolio construction process produces outcomes that meet our client’s needs.

Additionally, John is primarily responsible for executing the actual trades within individual client accounts that make up each client portfolio.  John is focused on making sure that each trade meets our client’s portfolio objectives in the most cost effective and tax efficient manner possible, given the market conditions at that time.

In May of 2024, John earned the professional designation of Certified Tax Specialist™ by completing a course of study and instruction through the Institute of Business & Finance.  This designation requires on-going continuing education and helps John keep abreast of the numerous tax issues that our clients encounter.

John’s prior experience in other areas of the financial services industry provides foundational knowledge of business and the economy that greatly aids his research efforts.  These areas include financial planning (American Express Financial Advisors), commercial real estate (Grubb & Ellis Company), commercial insurance (GEICO Insurance Company) and real estate management (ALCO, Inc.).

A graduate of The George Washington University in Washington, D.C., John made his home in Cody, Wyoming in 2015 where he is surrounded by great hiking, beautiful scenery, abundant wildlife, big blue skies, bright sunshine, fresh air, and, of course, great friends.