John P. Genco, CFA | Portfolio Strategist

 
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Focus Area: Asset Allocation, Trading, Portfolio Management

Education: Boston College, Chartered Financial Analyst

John joined WhaleRock Point Partners in 2018 as a Portfolio Strategist. He is responsible for asset allocation, security selection and equity modeling. Prior to joining WhaleRock, John worked for Beaumont Financial Partners where he honed his skills in all three of those disciplines for their clients within the high net worth group. In addition, John performed extensive analysis and trading in the areas of equity, fixed income, and alternative investments. John has experience in constructing, investing, re-balancing client portfolios where his work will be primarily focused at WhaleRock. John is responsible for a majority of WhaleRock’s equity and fixed income trading while assisting in client portfolio strategy.

John received a Bachelor of Arts in Economics from Boston College. He holds the Series 65 license with FINRA and is a Chartered Financial Analyst. Mr. Genco is a member of the CFA Society of Boston, as well as the Boston Securities Traders Association. John currently resides in Boston however, spends much of his time in Rhode Island as well.