John Wierman

Written By Kaitlyn Lanier
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Associate Relationship Manager

ROLE

Assisting the team and working with clients to run point at the crossroads of investments, operations and client service by managing the advisory, planning and execution elements of complex and diverse wealth needs across an array of entities.

PROFESSIONAL DESIGNATIONS

Series 7, Series 3, Series 63, Series 65, CFA Level II Candidate

EDUCATION

Davidson College - B.A. Economics

UNC Kenan-Flagler Business School – M.B.A.

EXPERIENCE

  • Goldman Sachs - Private Wealth Advisor: 2024 - 2026

  • Driven Brands - Development Manager: 2021 - 2022

  • Wells Fargo – Investment Banking Analyst: 2019 – 2021

COMMUNITY INVOLVEMENT

  • Young Alumni Leadership Council (YALC) at UNC

  • Investment Management Action Committee (IMAC) at the Kenan-Flagler Business School

FUN FACT

John played goalkeeper on the soccer team at Davidson College, which is where he met his wife, Mia, a fellow Davidson soccer player. The two now live in Chapel Hill with their lab, Mags.

Kaitlyn Lanier
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