John K. Mell III, CFA, CFP®

Wealth Manager & Employee Owner

John’s primary role is to advise clients on customized investment strategies, portfolio construction, as well as complex retirement, trust and estate planning. What he loves about his work is that it combines logic and problem-solving skills with a focus on helping people. John leads our New York office and takes pride in being able to share our firm’s story with people unfamiliar with our uniquely client-centric and service-oriented approach.

John began his career as an associate with LNW in its San Francisco office in 2004 where he worked with a variety of individual and non-profit clients. He was promoted to Wealth Manager in 2007 and has led our New York office since 2010.

There’s no ‘formula’ for our firm’s client service approach. The best way I can describe our philosophy: we serve clients the way they want to be served.
Designations and Education
  • Chartered Financial Analyst® charterholder
  • 21/64 Certified Advisor
  • B.S. in Mechanical Engineering, cum laude, University of Virginia School of Engineering and Applied Science
Community and Industry Affiliations
  • New York Society of Security Analysts
  • Financial Planning Association of New York
  • Board Member, Investment Committee, Summit Educational Foundation
  • Former Board Chair, Project Explorer
Personal Passion

Moved to California after graduating from college with a lot of hope – but no job. Took a two-week backpacking trip in northern Alaska. Speaks some Russian – the result of taking classes and spending a semester abroad during college.