John Fricker is an analyst on FLAH & COMPANY team specializing in Wealth Protection Strategies. He brings over a decade of experience developed within unique segments of the financial industry including investment advisory, broker dealer, insurance, and private banking.
John was drawn to FLAH & COMPANY because of his background in portfolio strategy and wealth accumulation. John worked for Vontobel Swiss Wealth Advisors, the U.S.Private Banking division of Bank Vontobel AG in Zurich, Switzerland. John was hired as the youngest portfolio manager in the firm’s distinguished history. While there, John specialized in research, trading, and discretionary asset management. He worked in the top of his field at a young age, meeting with the C-suite management of some of the largest publicly traded companies in the world. John was courted by Bank Vontobel AG for his role in Zurich, based on his strong academic background and rapid ascension in Vanguard’s ultra-high-net-worth client advisory group.
John realized that a pain point for nearly all clients he worked with was how to methodically grow and sustainably protect, then transfer, the wealth they worked so hard to accumulate onto future generations and charitable organizations. John decided to apply his diverse skills within the ultra-high-net-worth banking world to assist clients in, not only growing their already substantial wealth, but also creating strategies to have their wealth continue to have a meaningful impact for decades to come.
In addition to his Master of Finance degree, John holds a Series 7, Series 66, 2-15 License, and a 2-20 License.
In his free time John enjoys boating, diving, wakeboarding, skydiving and fitness. John owns a modified Audi which he and his friends have reconstructed themselves. In the more recent past, John enjoys traveling on the weekends with his longtime girlfriend and their dog.