John is responsible for strategy and overall portfolio management of institutional client investment portfolios at Detalus. John also consults on a variety of asset/liability issues and participates in many clients’ ALCO meetings. Prior to joining Detalus, he served as Investment Advisor at Betzold Investment Group, managing investment portfolios for financial institutions and other institutional clients while providing technical support, research, and analysis to the firm’s sales force. From 1991 to 1999, John served as the Vice President and Chief Investment Officer of Firstbank of Illinois. His responsibilities included managing the affiliate bank investment portfolios and ALCO processes. John earned a B.S. in accounting from University of Indiana – Bloomington, and currently holds Series 7, 63, and 65 licenses from FINRA.
In his spare time, John is involved with the Greenwood Rotary Club. According to John, working as a team to help clients achieve their goals is the most important part, for him, of working at Detalus.