John Ptak-CFA®

Partner &
Head of Investments

  • BIO
  • Education, Highlights & Awards

    Biography

    John is our partner and Head of Investments. He holds a Bachelor's degree in Accounting from the Kelley School of Business at Indiana University. Before joining the company in 2024, he was a partner and research analyst at the traditional firm Gofen & Glossberg. John is an experienced executive with an exceptional track record of success at top investment firms, backed by a strong analytical background and certifications as a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA).


    ducation

    Indiana University Bloomington - International Studies Program

    Highlights

    Chartered Financial Analyst (CFA)
    Certified Public Accountant (CPA)


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