John Ham, CFA®
John Ham, CFA, is an Associate Advisor at New England Investment & Retirement Group, Inc. He joined NEIRG in March 2018 and is responsible for the ongoing success of a defined group of existing client relationships.
John has a thorough knowledge of the financial services business and is committed to being part of a team that delivers a comprehensive client solution. He assists in the development of complex and highly customized financial portfolios for high-net-worth individuals while bringing strong management skills to the team. Prior to joining NEIRG, John worked with Bain Capital in Boston.
John received a bachelor’s degree in accounting from Bryant University and his master’s degree in investment management from Boston University. He is a CFA® charterholder and a member of the CFA Society of Boston.
John loves golfing, fishing, boating and is a PADI certified scuba diver. When the weather turns colder you can find him skiing with his family.
Most Recent Insights
New England Investment & Retirement Group Recognized in Financial Advisor Magazine’s 2019 RIA Ranking
New England Investment & Retirement Group has been named to Financial Advisor Magazine's 2019 RIA Ranking. The annual survey measures growth among independent advisors across the U.S. Firms are ranked by total assets under management, growth in assets, assets per...
The stock market had a volatile first week of October, as stocks turned sharply lower following a worse-than-expected ISM Non-Manufacturing Index reading, only to rebound and recover losses by mid-day. Head Trader Tom Kennedy shared insight on what drove these market...
Making a full career pivot is exciting, but can mean starting from the beginning again. Associate Advisor John Ham explains why you'll need to start budgeting to live on less. Read the full article here.