John Watkins - Co-Portfolio Manager/Trader

John G. Watkins

Co-Portfolio Manager, Investment Advisor Representative

John is responsible for developing and managing an efficient, innovative platform that serves as support to trading operations, regional wholesalers, strategic marketing, and operational efficiency. As a recent graduate from Florida Gulf Coast University, his B.S. degree in finance and minor in economics provide him with a solid foundation for interpreting data and providing valuable insight to the investment management team.

During his time at FGCU, he participated in the Student Managed Investment Fund which manages a portion of the University’s endowment. John currently holds the FINRA series 65 license.


Phone: 239-330-4162 (Direct)

Cell: 239-851-6030

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