As a senior analyst, JP assists in planning and executing investment banking transactions.
JP brings a strong background in financial analysis and research to the Heritage team. Prior to joining Heritage, he was a supervisor at the Bank of New York Mellon, where he managed a team of analysts that prepared investment summary reports to be distributed to his client’s customers and other interested third parties. Additionally, JP was responsible for overseeing the circulation of templated, automated trade recaps and holdings reports, and would also create highly customized specific-use reports for his client. Earlier in his career, JP served as an analyst for Franklin Financial Planning, where he created models for clients, managed asset allocations, and researched individual securities and alternative investments to support investment recommendations.
JP earned both his BS in finance and MBA from Stetson University.