John is a Senior Managing Director of State Street Global Advisors and CIO of Global Equity Beta Solutions. In this capacity, he oversees a team of approximately 80 portfolio managers and analysts globally, and more than 1,400 portfolios with assets in excess of $2.2 trillion across all equity index and smart beta strategies. He also oversees State Street Global Advisors' Equity Trading teams, which transact over $3 Trillion annually, and the Company Stock Group, which manages fiduciary transactions and company stock investments. In addition, John is a Director of the State Street Global Advisors Trust Company, a member of the State Street Global Advisors Investment Committee, and member of State Street Global Advisors' Executive Management Group.
Prior to this, John was Chief Operating Officer for Investments, where he had been deeply engaged in many of the firm's IT transformation efforts. In this role, John promoted operational efficiencies and worked towards implementing new technology for certain trading processes while streamlining the overall number of systems within our global platform. In addition to leading Global Trading and transforming the way the Investments team operates, John's team was responsible for portfolio oversight, model validation, and transaction cost analysis functions globally.
Previously, John was Co-Head of Index Equity Strategies in North America and responsible for overseeing the management of all equity index strategies and Exchange Traded Funds managed in North America, and formerly head of the Equity Index group in SSGA's London office, where he was responsible for the management of all index strategies in our second largest investment center.
John received a BA from Trinity College and an MS in Finance from Boston College. He has also earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He joined State Street in 1988.
Outside of work, John is a Trustee at Shore Country Day School in Beverly, Massachusetts, and sits on the Board of Fellows at Trinity College in Hartford, Connecticut.
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