EDUCATION/CERTIFICATION
Chartered Financial Analyst
MBA, The Wharton School
BS in Economics, Vanderbilt University
FINRA Series 7 and 63 held with LPL Financial
FINRA Series 65 held with IFG Advisory, LLC and LPL Financial
ABOUT
As Chief Investment Officer of Healy Wealth Management, John is affiliated
with Integrated Financial Group (IFG) and LPL Financial (LPL). Integrated
Financial Group is a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, advisory marketing and professional coaching to help advisors. Integrated Financial Group’s 80+ advisor members own businesses across ten states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor (RIA), IFG Advisory, LLC as of 3/1/19.
2019 marks IFG’s 16th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms, and the 5th consecutive year as an **Atlanta Journal-Constitution Top Small Workplace.
*Based on assets under advisement since 2004, Atlanta Business Chronicle.
**Integrated Financial Group was recognized as a Top Workplace based solely on
surveys about the workplace completed by their employees.
Originally from Princeton, NJ, John earned an undergraduate degree in Economics from Vanderbilt University where he was captain of the men’s varsity swim team. After graduating, John began his career at SouthTrust Bank of Alabama in Birmingham. After five years, he moved to Philadelphia and completed his MBA at The Wharton School at The University of Pennsylvania. While at Wharton, John also completed the requirements to receive the Chartered Financial Analyst (CFA) designation, considered the gold standard of the investment management field. Desiring to move back to the Southeast, he went to work as a Portfolio Manager at INVESCO in Atlanta, one of the largest institutional investment management firms in the world.
In 2000, John launched Healy Capital Management and began managing accounts for private clients and families. Following a disciplined value strategy based on sound investment principles espoused by noteworthy investors such as Warren Buffet and Benjamin Graham, John continued to run Healy Capital Management until 2007. At that time, he merged with another registered investment advisory firm that also provided full service wealth management services in addition to investment management. Still committed to the proven value strategy, in 2013 John joined his wife Kathy at Healy Wealth Management, IFG and LPL in order to provide more customization and personalized service.
Outside of work, John enjoys swimming to keep in shape. He lives in Peachtree Corners with his wife, Kathy.
