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John Buchanan is a highly experienced professional with 19.7 years of work experience in the financial services industry. He specializes in series 7, mutual funds, equities, and investment strategies. Currently, he serves as the Vice President and Senior Portfolio Specialist at Savos Investments, a division of Assetmark. With a strong background in general securities principal and asset allocation, John has successfully managed portfolios and provided financial services to clients. Based in Falls Church, Virginia, he is known for his expertise in retirement planning, alternative investments, and capital markets.
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+1 703615****
+1 804246****
+1 757561****
+1 804677****
+1 804481****
+1 703344****
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+1 703861****
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Vice President, Senior Portfolio Specialist, Savos Investments (a division of Assetmark)

Work Experience

1655 GRANT ST Concord, California 94520, us

John Buchanan's Professional Milestones

  • Vice President | Senior Portfolio Specialist (2004-03-01~): Streamlined portfolio management processes, resulting in increased efficiency and cost savings.