on October 24, 2017
“I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.” – Leonardo da Vinci
John Mikhael is the Senior Investment Officer at WealthEdge, primarily responsible for our investment client relationships. John also serves on the WealthEdge Investment Committee and participates in asset manager due diligence. John’s love for investing is rooted in his first job at Smith Barney over 24 years ago. It continued at Citigroup Asset Management where he learned the arts of Asset Allocation and Portfolio Analysis. He brings over 14 years of Wealth Management experience as a Portfolio Manager and Financial Advisor to WealthEdge. He joins us from Strategies for Wealth, where he was the Associate Director of the Investment Department responsible for strategy and training. John has a particular talent for discussing complex terms and strategies in plain English and believes clients should have a clear perspective of their investments relative to their desired goals. John holds degrees in Anthropology and History from Rutgers University. He recently moved to Connecticut from Bergen County, NJ with his wife and two sons where he coaches and plays soccer.