About
John has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. Through his previous role of Director of Investments at JOYN Advisors, he understands how to build highly customized portfolios for high-net-worth clients, and how to help them focus on ways to create meaning in their lives. John was also a Five Star Wealth Manager Award Recipient (2022-2023)*
He’s a true finance nerd who is also disciplined in his nutrition goals. He enjoys traveling and stays balanced by practicing Krav Maga, motorcycle riding and kayaking. John is also involved in various organizations such as Atlanta CFA Society (ASFIP), Buckhead Church, Public School Financial Literacy and Feed My Starving Children.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Education
- BBA, University of Kentucky
Resources from John Steele
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