John Erdody, CFP, CFA

Vice President, Portfolio Manager


John is a portfolio manager, and has over 15 years experience in the investment business. His responsibilities center on developing the firm’s investment strategies, and implementing these for our clients.

John graduated magna cum laude from Central Michigan University with a B.S.B.A. in Finance. John holds the Certified Financial Planner and Chartered Financial Analyst designations. The CFA charter is widely regarded as the most rigorous professional designation in the industry, and to our knowledge, John is the only charter holder in the Upper Peninsula managing investments for the general public. He is also a member of the CFA Institute.

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