John Conry

John Conry has over 25 years of financial services experience, working with both institutional and individual clients. He spent 20 years with two boutique equity research firms, FTN Midwest and Longbow Research, servicing large institutional clients such as Fidelity, Blackrock, and Eaton Vance. In this role, he consulted with portfolio managers and utilized his firms’ research to assist in security selection for client portfolios. Prior to specializing in the institutional equity research field, John worked at Fidelity Investments where he was ranked as one of their top financial advisors.

John received his MBA in Finance from Case Western Reserve University and an accounting degree from Boston College. A Cleveland native, John lives in Shaker Heights, Ohio with his wife Donna and three sons. His hobbies include golf and traveling.

You Should Know…

• Big Fan of all Cleveland teams, Ohio State and Boston College
• Father of 3 sons who were all HS athletes in football, lacrosse, cross country and basketball.
• Coached over 20 CYO teams
• Fan of all Sports, Music and History trivia.
• One of my college jobs was as a vendor at Fenway Park

My Literary Love

Anything by Jeffrey Archer or Vince Flynn

The Best Getaway

I love visiting the Caribbean and enjoying the beach and snorkeling/scuba diving in the ocean.

My MB Reason

I enjoy working with families and individuals utilizing my investment experience in helping them accomplish their financial objectives so that they can live the life they desire. Our unbiased approach coupled with our capabilities and resources offers clients a great platform to achieve their goals.