JOHN HART

Prior to forming Hart Wealth Management, John was a Principal for Hart Investments which he started in January 2008.

John has extensive experience in the banking and finance industries working for firms such as Bank of America and Wells Fargo. John began his career with three years in defined contribution plan administration with First Union and First Data Corp before joining NationsBank in 1997. From 1997 to 1999, John worked in NationsBank Corporate Finance Group managing risks and controls for the Global Corporate and Investment Bank Technology business unit.

After a two year break to pursue a master’s degree, John joined Bank of America’s Global Structured Finance group where he originated and structured asset-backed commercial paper facilities. He then moved onto the Global Wealth and Investment Management Group and the Reporting and Analytics Group where he constructed complex credit requests for wealthy clients and increased the accuracy and awareness of economic/external events and their implications on the corporation’s loan/lease portfolio respectively.

John received a BS in Business Administration with a concentration in Finance and Banking from Appalachian State University and a Masters in Business Administration with concentrations in Investments, Risk Management and Real Estate from the University of Georgia. He lives in Charlotte, NC with his wife and two children.

 

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Securities and Investment Advice offered through Investment Planners, Inc. (Members FINRA/SIPC) and IPI Wealth Management, respectively,
226 West Eldorado Street, Decatur, IL 62525 - (217) 425-6340. Hart Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management.
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