Job Description
As a Portfolio Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. While in college, I interned with the Commonwealth’s Chief Economist at the Virginia Department of Taxation.
Education and Credentials
- Bachelor of Business Administration in Finance, James Madison University
Community Engagement
- Wrestling Coach, Benedictine College Preparatory School
What is a career highlight for you?
The experience I gained through navigating the markets in 2020. I learned a lot of valuable lessons in a very short amount of time.
Job Description
As a Portfolio Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. While in college, I interned with the Commonwealth’s Chief Economist at the Virginia Department of Taxation.
Education and Credentials
- Bachelor of Business Administration in Finance, James Madison University
Community Engagement
- Wrestling Coach, Benedictine College Preparatory School
What is a career highlight for you?
The experience I gained through navigating the markets in 2020. I learned a lot of valuable lessons in a very short amount of time.
More About John Paul
My favorite vacation: Hawaii is at the top of the list, but anywhere with a beach.
What excites me about my work is helping clients achieve their investment goals.
My favorite book is A Painted House by John Grisham.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018