John Rice is Senior Portfolio Manager at Cardinal Point where he provides comprehensive investment management and financial planning strategies for his clients. John is a member of the Cardinal Point investment committee and contributes to the firm’s investment policy for the U.S. and Canadian clients. John is the Past President of the CFA Society of South Florida and served four years on the board of CFA South Florida while living and working in Boynton Beach, Florida. He also taught economics and quantitative analysis in the Chartered Financial Analyst® preparatory programs at Florida Atlantic University in Boca Raton, Florida. John currently works out of our Phoenix, Arizona office.
John has been quoted in SmartMoney, MarketWatch, and Research magazines, as well as other publications. Past speaking engagements include the Financial Planning Association’s Gold Coast Chapter, Vistage International, and investment conferences with Markets Group, The Family Office Club, and Information Management Network. He has been helping individuals and families achieve their financial goals for over 25 years.
John received his Bachelor of Science degree in Psychology from University of Arizona in 1989, his Master of Business Administration from Arizona State University in 1997, obtained his Chartered Financial Analyst (CFA) designation in 2007, and his Certified Financial Planner (CFP®) designation in 2000. He is a member of the Financial Planning Association and CFA Institute.