JC leads all operational efforts of The Clifford Group. He helps coordinate multiple facets of client's financial lives. JC frequently meets with clients to help ensure their wealth strategy is sound and he is committed to providing the highest level of care.
JC has in-depth experience advising families at the crossroads of transitions or significant life events. As a Certified Plan Fiduciary Advisor, JC helps provide clients tailored retirement planning strategies. As a CPFA, he also assists business owners and corporate boards in structuring institutional retirement plans. JC particularly relishes the close relationships he has built and maintained with TCG clients over the years.
JC joined The Clifford Group with a background in wealth management. He has spent time at both Merrill Lynch and State Street Global Advisors prior to joining the firm.
JC attended Suffield Academy and went on to earn his degree in Economics from Trinity College in Hartford, CT. While attending Trinity, he was a member of the Trinity College football team. When not at the office, JC is an avid traveler who has lived in Cape Town, South Africa and been to over 30 countries around the globe. He is still actively involved in his hometown community of Wayland, MA, and is particularly passionate about the Parmenter Foundation, a non-profit known for advancing compassionate home and hospice care in the area.