John Lohse – CFA®
Biography: CHARTERED FINANCIAL ANALYST®
Email: [email protected]
John joined Pathfinder Wealth Consulting in May 2020 as our portfolio analyst. His role focuses on our investment process, including research and trading capital and money markets. He will assist the team with asset allocation decisions, investment selection and portfolio construction, monitoring existing investments, and seeking new opportunities and strategies.
John graduated from the University of North Carolina Wilmington in 2011 with a BS in business administration with a concentration in finance. John began his career at Tudor Investment Corporation in Greenwich, CT. Afterward, he moved to New York City and began work at a long/short equity hedge fund, SAB Captial. Most recently before joining Pathfinder, he worked at an alternative investment firm in NYC, Cerberus Capital Management, on the Corporate Distressed and Emerging Markets Operations team. John is a CFA® charterholder and a member of the New York CFA® society.
John is originally from Ridgefield, CT, and has six siblings (two brothers and four sisters). He loves being outdoors and exploring new places. Before starting with Pathfinder, he took some time to travel, visiting six countries in Southeast Asia and taking a cross country road trip through the U.S. When he is not traveling or working, John loves watching New York Yankees games and learning new things. He is excited to once again make Wilmington his home and is looking forward to the future