John Turcik is Director of Portfolio Management at Vernal Point Advisors and leads the day-to-day implementation of each client’s tax-optimized custom investment strategy. He works closely with the firm’s wealth strategy, investment research, and financial operations teams to ensure that client portfolios are invested thoughtfully to address each aspect of their holistic wealth picture.
Prior to joining Vernal Point, John was the head of the San Francisco office of Veritable, LP, a $15 billion independent wealth advisory firm serving affluent individuals and families. In over 13 years with Veritable, John worked with many of their largest and most complex client engagements, including multiple Forbes 400 families and their associated foundations. John has been involved with all aspects of the wealth management process, with particular emphasis on developing customized, after-tax asset allocation strategy and coordinating multi-generational wealth transfer and giving strategies.
John graduated from Swarthmore College with a B.A. in Economics. He earned his M.B.A. from The Wharton School, University of Pennsylvania with majors in Finance and Marketing & Operations Strategy. He graduated with highest honors and was named a Palmer Scholar for outstanding academic achievement. John holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.