About
Prior to joining the Wealth Enhancement Group in 2023, John was employed at City National Rochdale since 2005 as a portfolio manager, he was responsible for the implementation and monitoring of private client portfolios for City National Rochdale's International Custody & Asset Protection Solutions. He also previously worked in the Private Client Group at Citigroup Asset Management, where he managed equity and fixed income portfolios for institutional clients, and with Deutsche Asset Management, where he implemented and monitored the investments of client portfolios.
John earned his BA in Finance from Fordham University and his MBA in Finance from the Stern School of Business at New York University.
In his time away from the office, John enjoys running and cycling in races around the Tri-State area, as well as hiking with his wife and three children, and coaching youth sports.
Education
- BA, Finance - Fordham University, MBA, Finance - Stern School of Business at New York University
Resources from John Geraghty
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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