John has been with The Spaulding Group since 2005. During this time he has worked with many clients, including Albridge Solutions, First Rate, CheckFree/Fiserv, Fried Asset Management, RBO & CO, Starboard Asset Management, and Morgan Keegan. John has also conducted numerous training classes for The Spaulding Group as well as the CFA Institute (GIPS training). He was responsible for developing the firm’s training program in support of the CFA Institute’s CIPM program. John is currently a member of the United States Investment Performance Committee’s After-Tax Working Group, working on recommendations for firms that present after-tax performance results. John is a senior consultant and also conducts GIPS verifications and non-performance audits for many of The Spaulding Group’s investment management clients. John also serves as the firm’s Chief Ethics Officer. Additionally, he is co-author of The Spaulding Group’s Guide to the Performance Presentation Standards: Second Edition (TSG Publishing, 2012).
Prior to joining The Spaulding Group, John spent 20 years with Integrated Decision Systems, which was a New York-based software vendor that provided portfolio accounting and performance measurement solutions to the investment industry (IDS was acquired by CheckFree). He was the Product Manager for their GIM Performance and CALiPER investment performance & analytics systems. John was responsible for the enhancement “road maps” for the performance systems with the primary responsibility of aligning the product’s goals with customer needs and market demands. He also acted as chief business analyst in designing performance analytics and portfolio accounting functionality. John holds a BS in Applied Mathematics from UCLA, where he was a member of their 1987 NCAA national championship volleyball team.