John Sokol has served our clients for more than 12 years as our team's lead investment strategist. John previously served as Chief Investment Officer for multiple wealth management firms and as an institutional equity analyst for a major investment firm. He has participated in the local United Way as both a board member and as Chairperson of the Investment Committee. John has earned an MBA with distinction from Indiana University, a B.S. in Finance from Illinois State University and the prestigious CFA® Charter.firstname.lastname@example.org
John is a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC.