John Kent
Executive Managing Director, Partner

John brings more than 30 years of investment and investment planning experience, offering clients a disciplined and comprehensive approach to managing and preserving their wealth. As a partner in a specialized advisory team, he applies advanced risk‑management techniques, such as unique hedging strategies, deep diversification, and precise asset allocation to help insulate portfolios from downside exposure while helping position them for long‑term growth. He follows a structured process of assessing each client’s needs, setting and prioritizing goals, and evaluating trade‑offs to deliver thoughtful guidance across financial, retirement, major purchase, and education planning; investment, risk, and debt management; legacy and estate strategies; and portfolio rebalancing.

He is committed to understanding each client’s unique circumstances and delivering solutions tailored to their long‑term objectives. John’s work is grounded in accountability, discipline, and a dedication to helping clients make informed decisions with clarity and confidence. His mission is to preserve client legacies, preserve wealth, and support financial well‑being across generations.

John earned his Bachelor of Arts from Hobart College in 1985 and his MBA from Canisius College in 1992. He has also completed professional education programs at the College for Financial Planning, reinforcing his commitment to continuous learning and professional excellence.

A native of Buffalo, New York, John brings the same energy and dedication to his personal life as he does to his clients. He and his wife, Diane, live in Palm Beach Gardens, Florida, where they enjoy traveling with their family, boating, hiking, and skiing, hobbies reflective of his appreciation for family, exploration, and personal growth.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market. show less