John Mcgowan

John Mcgowan Email and Phone Number

Financial Advisor | Business Owner | Impact/ESG Investor @ Mandala Financial Advisors
John Mcgowan's Location
Salida, Colorado, United States, United States
John Mcgowan's Contact Details

John Mcgowan personal email

n/a

John Mcgowan phone numbers

About John Mcgowan

I'm the founder of a business focused on managing the financial complexities of progressive individuals and families. Our shifting economic, legal, and tax landscapes create challenges for my clients who want to achieve their goals, care for their loved ones, and create positive environmental and social impact. As I pursue desired outcomes for my clients, I bring 30 years of financial planning & sustainable investing (SRI, ESG) experience, resourcefulness, and sensitivity to each situation. I built my career in Chicago and now call Salida (CO) and Des Moines (IA) home. When I'm not guiding clients, I spend time in passionate community service through leadership roles in environmental, human rights, and arts nonprofits. I de-stress by hiking, practicing yoga, and pulling weeds. My aesthetic is Mid-Century Modern. And I get my kicks exploring quirky places with my life partner and our Jack Russell terrier.

John Mcgowan's Current Company Details
Mandala Financial Advisors

Mandala Financial Advisors

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Financial Advisor | Business Owner | Impact/ESG Investor
John Mcgowan Work Experience Details
  • Mandala Financial Advisors
    Business Owner
    Mandala Financial Advisors Feb 2020 - Present
    Founder of independent Registered Investment Advisor (RIA) that provides holistic financial planning and sustainable investing services to a progressive clientele.
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  • Krause Group
    Executive Director
    Krause Group Feb 2018 - Mar 2019
    Des Moines, Iowa Area
    Head of single-family office providing financial planning, education, philanthropic, and concierge services to family members.
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  • Bmo Family Office
    Managing Director
    Bmo Family Office Aug 2014 - Oct 2017
    Chicago
    Trustee and leader in multi-family office assisting ultra-affluent individuals and families achieve their goals through thoughtful governance, planning (tax, wealth transfer, philanthropic), asset and capital management, and family education.
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  • Northern Trust
    National Practice Leader - Lgbt & Non-Traditional Families
    Northern Trust Oct 2010 - Jul 2014
    United States
    Founder of national wealth management practice devoted to same-sex couples and families living without financial and legal benefits of marriage. Strong focus on tax-efficient wealth transfer planning.
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  • Northern Trust
    Senior Relationship Manager - Global Family Offices
    Northern Trust Sep 2005 - Sep 2010
    United States
    Senior manager with overall relationship responsibilities for delivery of investment management, fiduciary, credit, and custody services to client families ranging in net worth of $100 million to $1 billion.
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  • Northern Trust
    Strategic Product Manager
    Northern Trust May 1998 - Aug 2005
    Strategic leader leveraging new technology to develop enterprise-wide Web platform, raise brand awareness, generate e-commerce, and improve client sales/servicing efficiencies.
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  • Thomson Reuters
    Director - Product Marketing
    Thomson Reuters 1988 - 1998
    Senior manager with overall responsibility for development, management, and marketing of analytics tools used by professional options markets traders.
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John Mcgowan Skills

Wealth Management Investments Investment Management Financial Services High Net Worth Individuals Finance Asset Management Financial Advisory Trust Services Public Speaking Estate Planning Banking Asset Allocation New Business Development Family Office Philanthropy Asset Managment Organizational Development Project Management Fixed Income Team Leadership Multi Generational Wealth Transfer Fiduciary Services Project Managment Thought Leadership Diversity And Inclusion Non Profit Boards Communication Skills Standards Compliance Lgbt Rights Ethical Decision Making Problem Solving Lgbt Community Highly Detail Oriented Hardwork Trusted Advisor Conscientious

John Mcgowan Education Details

Frequently Asked Questions about John Mcgowan

What company does John Mcgowan work for?

John Mcgowan works for Mandala Financial Advisors

What is John Mcgowan's role at the current company?

John Mcgowan's current role is Financial Advisor | Business Owner | Impact/ESG Investor.

What is John Mcgowan's email address?

John Mcgowan's email address is jo****@****trs.com

What is John Mcgowan's direct phone number?

John Mcgowan's direct phone number is (877) 692*****

What schools did John Mcgowan attend?

John Mcgowan attended The University Of Chicago - Booth School Of Business, Loyola University Of Chicago.

What are some of John Mcgowan's interests?

John Mcgowan has interest in Social Services, Civil Rights And Social Action, Politics, Environment, Arts And Culture.

What skills is John Mcgowan known for?

John Mcgowan has skills like Wealth Management, Investments, Investment Management, Financial Services, High Net Worth Individuals, Finance, Asset Management, Financial Advisory, Trust Services, Public Speaking, Estate Planning, Banking.

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