CEO, Briar Hall
As President and CEO of Briar Hall, John provides vision, strategic and operational leadership for the firm. He directs all asset management (public and private), financial management, tax strategy and planning, as well as all fiduciary and client services. John also develops and oversees the execution of all financial, tax, and legal strategies at Briar Hall.
John’s background includes more than 25 years of private wealth management and financial services experience. He served as President for Private Wealth Management, East U.S., at U.S. Bank; and as CEO of BMO Family Office, where he directed the activities of CTC myCFO®, BMO Delaware Trust Company and led the ultra-high-net-worth activities of BMO Harris Private Bank. Prior to that, he was co-owner and president of Family Office Exchange (FOX), a private network for ultra-high-net-worth families and family offices. John previously served as a partner and managing director of Financial Services for the Corporate Executive Board (CEB), now Gartner.
John earned both his Master of Business Administration and Master of Science in Finance degrees from Johns Hopkins University. He holds a Bachelor of Science degree in psychology and economics from the University of Maryland. John is a Certified Private Wealth Advisor® (inactive).
John served as a board member and trustee for the Cincinnati Contemporary Arts Center (CAC) and the Cincinnati Zoo. He recently served as a board member, chairing and participating on various committees for the Cincinnati Regional Business Committee (CRBC), YPO Cincinnati and the Sinai Hospital System in Chicago. He is the former chairman and executive committee member for the YPO Global Family Business Network.
John splits his time between Chicago and Cincinnati where he lives with his wife Kerry and two of his three children.