John Hess brings over 30 years of experience in portfolio management and private investment counseling to the creative and highly personal approach of North Star Wealth Investors. A Senior Portfolio Manager with JPMorgan for 12 years, he managed relationships and portfolios totaling over $300 million. He was also a Managing Director of the Morse Williams Co. and a Vice President and Senior Portfolio Manager at Fiduciary Trust Co. International. He has a record of integrating diverse investment tools, including alternative investments, to help clients pursue their goals.
John’s experience in investment management is built on a foundation of 10 years in international banking with The Bank of New York/Irving Trust Co. For four years he was the bank’s Representative in Caracas, Venezuela. He was then appointed the Deputy Branch Manager for the bank in Milan, Italy where he served for 2 years. He returned to New York to manage a global unit conducting business with Central Banks and International Agencies. John later managed portfolios for all of The Bank of New York’s Latin American and Greek shipping clients. He speaks Spanish and Italian.
John received his BA in Economics from Bucknell University. He served the US Army as a 1st Lt and Resident Office Commander in Darmstadt, Germany. John lives with his wife in Darien, CT, where he is active in civic organizations: the Exchange Club of New Canaan, the Darien Rotary Club, and the Darien Sail and Power Squadron. Former member of several professional organizations including; the Association for Investment Management and Research (AIMR) and the New York Society of Security Analysts (NYSSA). Current member of the Financial Planning Association (FPA). John is a CERTIFIED FINANCIAL PLANNERTM Professional and holds FINRA series 7 with LPL Financial and his series 66 with both LPL Financial and the Pinnacle Financial Group.