What is most exciting about joining MCM Wealth is the commitment to offering accessibility and expertise in the field of alternative investments, a vehicletypically less available to individual investors. Having worked for over a decade at an event-driven hedge fund,I had a front row seat through two bear markets at the launch of my career.Therefore, I am excited to be part of a firm that specializes in the preservationandgrowth of clients’ assets. MCM Wealth’s research offers valuable insights into private investments which play a vital role in capital preservation, while also generating returns that fund life goals. As Operations Manager, I’m looking forward to working with clients to implement these strategies. My goal is to assistclients in understanding and realizing personal asset growth throughkey investments designed to keep their money safe.
John served for 11 years as the Head Trader for Catalyst Investment Management, a $400MM private firm operating two hedge funds. More recently he spentsix years as the Head Trader and Chief Operations Officer at Quantum Capital Management, an RIA and institutional investment manager located in San Francisco. John has a deep understanding of equity and derivatives markets, as well as macro-economic backdrops and personal finance.
“What is most exciting about joining MCM Wealth is the commitment to offering accessibility and expertise in the field of alternative investments, a vehicle typically less available to individual investors.”
Education and Certifications
B.S. in Biochemistry from University of California at Davis
Certified Financial Planner (CFP®), San Francisco State University
Completed the following FINRA licensing exams:
Series 4 Registered Options Principal
Series 7 Registered Representative
Series 55 Equity Trader
Series 63 Uniform Securities State Law
Experiencing market cycles and on the job learning through volatile markets in global crises
Providing a reliable foundation for MCM Wealth’s daily operations
Working closely with clients to manage their personal income requirements and growth objectives
Monitoring portfolios to maintain balance and keep appropriate risk levels, in line with clients’ goals.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: