John Pettenati

John joined the firm in 2023, and he is currently a Principal based in the New York office. In his role as a Business Development Officer, John sources and develops new client relationships, working closely with individuals, families, foundations, and endowments to understand their unique financial needs and develop tailored investment solutions to help them achieve their goals.

John entered the Financial Services Industry in 1982. Prior to joining the firm, John was a Senior Wealth Strategist at Northern Trust, where he worked closely with the legal community in the New York metropolitan area and other strategic communities to develop investment management and trust relationships. Before that, he held various roles in business development and client advisory at Rockefeller Capital, Fiduciary Trust, and The Bank of New York.

John is the former Chair of the Fordham University Alumni Association, the Fordham Commencement Committee, and the Planned Giving Advisory Council for New York-Presbyterian Hospital.

John graduated from Fordham University with a B.A. in History. John is married with three grown sons, and he enjoys time on the golf course with his entire family.