About Us
John is the co-founder of KS Wealth Advisors and his focus is on developing actionable wealth management strategies for his clients so they can live the best version of their lives.
Since earning his degree in Political Economy from Williams College, John has spent his entire career in financial services. He has had the opportunity to work with billion dollar companies, nonprofit organizations, High-net worth individuals and families, entrepreneurs, small business owners, entertainers and retirees. All of these experiences have led him to the belief that delivering outstanding customer service is what truly makes a client happy. By adhering to the CFP Board’s standards of practice and ethics, you can be assured that John will put your interests ahead of his own and act in a fiduciary capacity at all times.
John enjoys spending time with his wife and 3 children, cooking (make your own pizza night is a family favorite), traveling and cheering on the NY sports teams.
With thirteen years of investment service experience, Billy co-founded the KS Wealth Advisors to bring his expertise to clients while offering them tailored investment advice.
Billy started his career at UBS as a relationship manager for Hedge Fund clients. While working at UBS, he completed the Chartered Financial Analyst (CFA) program. The CFA designation ensures investment professionals have a thorough understanding of both investment and portfolio management. While working through the CFA curriculum, Billy discovered his passion for investment management. In order to pursue his interests, he pivoted his career to work as a financial advisor at both Ayco, a Goldman Sachs Company and Merrill Lynch. While at these companies, he learned that listening to clients’ needs and goals along with exceptional client service were keys to growing a successful business. Using his prior experiences and his desire to provide clients with tailored financial planning services he founded the KS Wealth Advisors in 2021.
Billy graduated from Lafayette College with a degree in Applied Economics and Business. He is a CFA charterholder and a member of the CFA Society of New York. When he is not working, Billy enjoys golf, he was the captain of his college team, and spending as much time as possible with his family – his wife Sonya and their new addition Mia!