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Our Team

John McKenna

Co-Founder, Wealth Advisor

Focus

Investment management, and relationships that carry from one generation of a family to the next.


John McKenna has worked with some families for more than four decades, and now advises the great-grandchildren of clients he first met early in his career. He manages the portfolios behind their retirement income with the long view of market cycles that comes from investing through many of them.

John came to Wall Street in the 1980s from the textile and men’s clothing trade, and has spent the years since building the kind of client relationships a family hands down.


Education and Credentials

CA Insurance #4028112

Series 7, 63, 65

Outside the Office

John is a big advocate for helping the community prosper. He is an active member of the Summit Elks and Loaves & Fishes at St. Theresa Church, which supports food services for the needy. John enjoys playing golf at several courses across the area, including Suburban Golf Club, and he plays paddle tennis in the winter. John and his wife have four children and seven grandkids and have lived in Summit, NJ, for over 30 years.


Let’s Talk

Tell us about your family.

The first meeting is mostly about your family.
Bring your questions.

Close view of the steel wheel and bolts on a bank vault door