John P. Genco, CFA | Portfolio Manager

Role: Portfolio Management, Asset Allocation & Trading

Education: Boston College, Chartered Financial Analyst

John joined WhaleRock Point Partners in 2018 and is responsible for asset allocation, security selection, and equity modeling as a Portfolio Manager. Prior to joining WhaleRock, John worked for Beaumont Financial Partners where he honed his skills in all three of those disciplines for their clients within the high-net worth group. John performs extensive analysis and trading in the areas of equity, fixed income, and alternative investments. In John’s role at WhaleRock, he is responsible for a majority of WhaleRock’s equity and fixed-income trading while also assisting in client portfolio strategy.

John received a Bachelor of Arts in Economics from Boston College. He holds the Series 65 license with FINRA and is a Chartered Financial Analyst. He is a member of the CFA Society of Boston, as well as the Boston Securities Traders Association. John currently resides in Boston however, spends much of his time in Rhode Island as well.