John has been active in the investment funds industry since 1999. He is a Senior Consultant within KB Associates’ AIFMD and UCITS authorised management company, KBA Consulting Management Limited. He has particular expertise in fund management and investment performance reporting.
Prior to joining KB Associates, John headed up the Portfolio Management function at Crossroads Capital Management where he was responsible for the investment activities of the firm’s AIF and UCITS products. John commenced his career as a Performance and Risk Analyst with Bank of Ireland Asset Management. Subsequently he worked as a Trader/Equity Research Analyst at IG International Management in Dublin and as a Global Equity Portfolio Manager with PI Investment Management, wherein he jointly ran a Global Equity Fund of c. AUD$1bn. He also has experience as a Banking Specialist with the National Treasury Management Agency and as a sell-side Equity Research Analyst.
John holds a Bachelor of Arts (Hons) in Mathematics from Trinity College Dublin, a Certificate in Investment Management from CFA Society Ireland/Dublin City University and is a CFA Charterholder. John served as a Board Member of CFA Society Ireland for fourteen years and is a former Secretary and Treasurer of this organisation.