John Santaguida
John joined McMorgan in 2006 and became Chief Executive Officer in 2008. He is responsible for all aspects of the firm’s business, including investment strategy, client service, operations, and compliance. John has almost 30 years of experience in the financial services industry. Prior to joining McMorgan, he was Managing Director of New York Life Investments, Retirement Plan Services Taft-Hartley division. Earlier in his career, he spent 10 years at Wachovia Corporation where he was National Sales Manager for the Retirement Services division. John also worked in various capacities at Bankers Trust Company for 10 years. John earned a BBA degree from The George Washington University and an MBA from New York University. He maintains Series 7, 24, 63 and 99 FINRA designations.
- MarketsSan Francisco
- Company WebsiteVisit Site