John F. Hoffman Managing Wealth Advisor
Joined Northern Trust
Education
- Master of Business Administration, Hofstra University
- Bachelor of Business Administration, Hofstra University
Credentials
- CIMA and CPWA designations holder
Expertise
John leads teams that are dedicated to servicing clients in Greater New York through best in class service and comprehensive wealth management solutions. As managing wealth advisor and lead relationship manager in New York, he specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, senior executives and wealthy families.
Experience
Before joining Northern Trust in 2003, John worked at U.S. Trust Company for eight years, where he served as a senior vice president in its high-net-worth planning group. Prior to that, he worked at AYCO Company LP as a senior financial planner and was a member of the firm's Investment Planning Committee.
Community Involvement
John is a member of the New York Society of Security Analysts, the Investment Management Consultants Association (IMCA), and the New York State Bankers (NYBA) Trust and Investment Executive Committee. He is also a member of the Board of Trustees at the American Associates of the National Theatre. He serves on the Dean's Advisory Board for the Zarb School of Business at Hofstra University. In addition, he is active with the Long Beach Island Forundation and past trustee with the New Jersey Symphony Orchestra.