While most investors focus on the three traditional asset classes, diversification with non-traditional assets can reduce portfolio volatility and improve risk-… Read More
John Gullo, MBA, CFA, CFP®, CIMA®
.jpeg)
John’s ability to serve two crucial roles is a testament to his expertise and value to Sanderson Wealth Management and our clients. As Chief Investment Officer, John is extensively involved in all aspects of the research process, and directs our investment committee and asset allocation meetings. Concurrently, as COO, he is responsible for the supervision and oversight of day-to-day operations. In addition to his management duties, John works directly with clients as a wealth manager. John draws upon 20+ years of experience and expertise in financial planning and investment management to help clients reach their financial goals and objectives.