Mr. John P. Maher

John Maher, Journal of Accountancy

John P. Maher

Financial Consultant

John P. Maher is a Financial Consultant with CCR Wealth Management, LLC.He earned a Bachelor of Arts degree from Union College.Mr. Maher has more than twelve years of experience in the financial services industry focusing primarily on high-net-worth individuals and families.Prior to joining CCR Wealth Management, he was a Vice President in Morgan Stanley's Boston office, where he focused on portfolio investment and risk-management strategies.Mr. Maher holds the NASD Series 7, 63 and life and health insurance licenses.

John MaherChief Marketing Officer & Member of the BoardFortis Investment

John Maher, Wealth Management Product Director, EMEA, CITIBANK

John is responsible for product development, investment research, fund manager due diligence and fund manager / product selection for Citibank's advice-driven, open architecture funds business.After becoming Citibank's Chief US Economist, John made the transition to investment management in 1986.John left Citibank in 1992 to lead the marketing effort at what was then Hill Samuel Investment Management (now part of SWIP).He spent four years as Marketing Director at Lombard Odiers' UK operation before joining Fortis Investment Management as a Managing Director in 1998.John was recruited back to Citibank in his current role in 2001.