John Petrides, MBA, has joined Summit-based Point View Wealth Management, Inc. as Managing Director and Portfolio Manager
SUMMIT, NJ - John Petrides, MBA, has joined Summit-based Point View Wealth Management, Inc. as Managing Director and Portfolio Manager.
Petrides has more than fifteen years of experience in managing investment portfolios, analyzing securities, and providing financial solutions for high net worth and institutional investors.
Prior to joining Point View, he spent six years as a Portfolio Manager for Advisors Capital Management, LLC (ACM). During his tenure, Petrides managed $200 million in assets for more than one hundred client accounts for ACM's Growth and Balanced Strategies.
He also served as the Chairperson of ACM's Investment Committee, participated in the quarterly webcasts to investors, and frequently published commentaries. Previously, Petrides had been an equity analyst at Bear Stearns Asset Management (BSAM) for its High Net Worth and Large Cap Value Institutional strategies. He has been a regular guest on the Common Sense radio talk show and on Wall Street Journal radio.
Petrides received his MBA from Pace University's Lubin School of Business, in 2005, and his BA in Political Science from Fairfield University (CT) in 1999. In 1998, Petrides studied at St Catherine's College at Oxford University in England. He has been, and continues to be, actively involved in community service organizations, and sits on the board and is the Vice President of the Michael J. Petrides Student Award for Excellence in Math and Science.
Petrides was also a member of the Amethyst House, in Staten Island, and an AmeriCorps Volunteer at John's Home for Boys in Rockaway, Queens. He has served as the Treasurer of Summit Public Arts, is a coach for Summit Junior Baseball and New Providence Flag Football, and is a member of the Summit Elks Club. He also served as volunteer judge for the annual Summit Classic Car Show. Petrides lives in Summit with his wife and two sons.
Founded in 1993, Point View is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. Their clients include individuals, families, charitable endowments, and retirement plans. Point View was recently named number 5 on CNBC's list of the top 100 fee-only wealth managers in America.
For more information on Point View, visit ptview.com.