COO, Ohana Advisors
John joined Ohana Advisors in 2018 and serves as Managing Partner, COO, and a member of the Investment Committee. Along with Josh Richter, he is responsible for establishing and executing the strategic objectives of the firm.
John’s other responsibilities include managing firm operations, compliance, and working closely with the CIO and clients to evaluate and monitor investment opportunities.
Prior to joining Ohana, John served as the lead corporate development professional at Interactive Brokers while also serving as an investment professional for an affiliated single-family office.
Previously, he served as a partner and senior research analyst at two technology-focused hedge funds, Artis Capital and Lamond Capital, covering financial technology and clean technology companies.
John also served as a general partner in two venture capital funds at Artis Capital, focused primarily on later stage technology companies. Before moving to the buyside, John spent 11 years in investment banking between WR Hambrecht + Co and Robertson Stephens, most recently as Head of Investment Banking, a member of the Executive Committee, and Head of the Auction Products Group at WR Hambrecht.
John graduated from Princeton University with an AB degree in History. He is a native San Franciscan and lives in Marin County with his family and several pets.