John Gibbs assists WrapManager clients with account servicing. In addition to his knowledge of the money manager account set up, retirement plans, and investment trading reconciliation, Mr. Gibbs assists the Investment Policy Committee with research and Money Manager Commentary distribution.
Previously, Mr. Gibbs worked at Fisher Investments, one of the nation’s largest independent investment advisors. At Fisher, he worked as an account coordinator in the client services department. Working with high-net-worth investors, he focused on transitioning new clients and mentoring recent hires. Additionally, Mr. Gibbs worked on the institutional side of the business, providing client service to institutional investors and coordinating various operational departments. Mr. Gibbs is currently working towards obtaining the Series 7 General Securities Representative and Series 65 Investment Advisor Representative licenses.
Mr. Gibbs graduated from the School of Management at Boston University with a B.S. in Business Administration, concentrating in Finance and Entrepreneurship. Outside of the office, he enjoys snowboarding, international travel, and almost all outdoor activities.