John Harvan

John Harvan, CFA has an extensive work experience in various finance and investment roles. John started their career in 2006 as an intern at UBS Wealth Management and later held internships at XE Capital Management, Morningstar UK Ltd, and Lakefront Partners LP. In 2009, they joined HSBC as an analyst before moving to Nuveen Investments in 2010, where they worked as an analyst until 2013. Since 2013, John has been employed at Monticello Associates, where they began as an investment analyst and later became Vice President. Currently, they hold the position of Managing Director.

John Harvan, CFA has a strong educational background with a focus on finance and business. John earned their Bachelor of Business Administration degree in Finance from the University of Notre Dame in 2009. Prior to that, they completed their college preparatory studies at Walsh Jesuit.

John later pursued further education and obtained a Master of Business Administration (MBA) degree from The University of Chicago Booth School of Business in 2017.

In addition to their degrees, John has also obtained certification as a Chartered Financial Analyst (CFA) from the CFA Institute. The specific date of their CFA certification is not provided.