Deputy Chief Operation Officer
John joined Trillium as Deputy Chief Operating Officer in 2022. With over 20 years of experience managing and advising investment management firms, he leads our corporate business operations and initiatives through collaboration across Trillium business lines worldwide. John’s primary focus areas include people & culture, day-to-day business operations and finance, while also helping to lead strategic planning initiatives and project management.
Before joining Trillium, John founded C/Bridge Strategic Advisors LLC, a consulting company focused on C-Suite support and advisory services for RIA’s and Investment Family Offices. Prior to starting up C/Bridge, John was a Principal at Birch Hill Investment Advisors, where he built the operations, compliance, and technology systems from the ground up at its founding. John began his professional career at Eaton Vance and completed two full years of internship across three different financial services companies during his undergraduate studies.
John currently serves on the Board of Directors and is a regular Event Speaker for The Exchange Network, a nonprofit financial services networking organization focused on sharing best practices for leadership, compliance, technology, and operations. He previously held the volunteer Treasurer position on the Board of Directors of Camp Fire Eastern Massachusetts, an inclusive youth development organization that helps to create a world where all young people can thrive and have equitable opportunities. John received his B.S. in Business Administration with a concentration in Finance and Insurance from Northeastern University, and holds a Masters of Investment Management from Boston University.