John LaBarca, CFA
Director of Investments, Principal
John leads the investment team along with Jeff Schmidt. He has an extensive background as a portfolio manager specializing in quantitative and fundamental research.
John is the kind of person who sees something bad happen and steps in to fix it. After witnessing too much fraud in the financial services industry, he decided to become an analyst to help investors take some of the risk and volatility out of equity investing. Hailing from New York, John has adapted to Portland well thanks to his love of coffee and soccer. If he’s not playing or watching soccer on the weekends, he’s coaching his daughters’ teams and trying to figure out how to squeeze in a round of golf.
DESIGNATIONS
- CPA (Inactive/Non-Practicing)
- CFA Charter, 2005, CFA Institute
PUBLICATIONS
ASSOCIATIONS
- CFA Society of Portland
- CFA Institute
CURRENT
- Member, School Advisory Council at The Madeleine School
- Member, St. Mary’s Academy Investment Committee
PAST
- Portland Alternative Investment Association
- Treasurer, Portland Alternative Investment Association, 2013 to 2016
- Masters in Business Administration, The Fuqua School of Business at Duke University, 2002
- Bachelor’s in Business Administration, University of Notre Dame, 1997
