John has been described as thorough and caring, with the heart of an educator. With more than 20 years of institutional investment experience, he is energized by helping individuals understand the role investing plays in meeting their long-term financial goals. In the complex and often bewildering world of global investing, he seeks to educate clients on the essential aspects of successful long-term investing.
As Chief Investment Officer for Coyle Financial Counsel, John is responsible for overseeing the investment process. He has a strong interest in the application of academic research to the investment of client assets and has particular skill in multi-factor model analysis.
John’s prior experience includes managing institutional fixed-income portfolios for corporations, pension funds, non-profit organizations and foundations at several large, global asset managers. He has expertise in investment grade asset classes, including government and corporate bonds and mortgage-backed and asset-backed securities.
John earned his MBA in finance from Northwestern University’s Kellogg Graduate School of Management and has a Bachelor of Science degree in finance from the University of Illinois at Urbana-Champaign. He serves as an adjunct professor at Wheaton College (IL) Business and Economics Department, where he teaches upper-level courses in investment analysis, corporate finance and money & banking. He is a Chartered Financial Analyst charter holder and is a member of the CFA Society of Chicago.
John supports various charitable organizations and enjoys tennis, biking, hiking, reading, wildlife photography and spending time with family.