JOHN J. COLLINS, JR., CFA

617-***-****

advfru@r.postjobfree.com

https://www.linkedin.com/in/johncollinscfa/

EXPERIENCED ADVISOR TO HNW AND UHNW CLIENTS

PROFESSIONAL EXPERIENCE

DELOITTE INVESTMENT ADVISORS/ASPIRIANT Director – Investment Advisory, Partner 10/07-02/23

I am responsible for business development in the Boston marketplace. I have also served on several committees and task forces.

Work with clients to set appropriate long-term investment and wealth management strategies based on their financial goals and objectives, risk tolerance and time horizon. Our minimum is $1.5MM; my largest client is $12.5MM. My sweet spot is in the $2MM-$10MM range.

I typically work with generational wealth, widows/widower, divorcees, business owners and corporate executives.

Proactively contact clients to discuss our economic and investment outlooks to determine if changes should be made to their current strategy

Use multiple analytical resources to make portfolio recommendations and changes.

Ultimately responsible for all aspects of the Boston office

BNY MELLON PRIVATE WEALTH MANAGEMENT 12/97-9/07

Vice President, Sr. Portfolio Manager

Managed client assets of over $250 million, encompassing 55 family relationships.

Assisted sales team in closing new business by articulating MPWM’s investment philosophy and process in presentations.

Increased assets under management through enrichments and referrals.

Top-ranked referrer for all of MPWM in 2006

Performed reviews on all portfolios to ensure they were in compliance with Regulation 9

Earned my Chartered Financial Analyst designation in 2001.

Business Analyst 5/96-12/97

Supported national Jumbo Mortgage sales group on all systems applications, including ACT!, MS Excel, MS Word, MS Mail and LOS (Loan Origination System).

Provided training and telephone support on these applications.

Researched other applications and made recommendations based on their ability to improve productivity.

Sr. Loan Recovery Specialist 4/94-5/96

Responsible for all aspects of reducing delinquency rate on $4 billion Jumbo Mortgage portfolio.

Negotiated repayment arrangements with past-due clients.

Non-performing assets were consistently less than 1% of portfolio balance.

PARAMETRIC TECHNOLOGY CORPORATION

3/93-3/94

Credit Analyst

ARLEX OIL CORPORATION

8/89-3/93

Credit Manager

BANK OF NEW ENGLAND

6/87-8/89

Loan Recovery Specialist

AFFILIATIONS

Member of the CFA Society Boston and Providence chapters, Boston Estate Planning Council and Bristol County Estate Planning Council (former Board Member and Second Vice President), Association for Corporate Growth (ACG)

EDUCATION

NEW ENGLAND SCHOOL OF BANKING

Trust Curriculum, June 1999

NORTHEASTERN UNIVERSITY

M.B.A. (Finance), June, 1992

TUFTS UNIVERSITY

B.S. (Psychology), May, 1986

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