Skip to main content

John Flavin

John has over 25 years in the Financial Services Industry with expertise in many investment structures and services, ranging from building traditional investment portfolios to the alternative world of hedge funds and real estate ventures.

After a 14-years, John left the prestigious Guggenheim Partners in 2021 to join Peter Kalmus at Concierge Capital. Prior to joining Guggenheim in 2008, John held positions at Nationwide Financial and Prudential Securities (now Wells Fargo Advisors)

While John was born and raised in New York City, he, and his wife Jackie, along with their two children, Matthew and Olivia, have resided in Ridgefield Connecticut for the past 17-years. In John’s “spare time” he enjoys spending time with his family, including trips to visit his son at Alabama (Roll Tide!) and cheering on his daughter and her high school dance team. John also enjoys playing sports like Golf, Tennis, Softball and Corn Hole.

John holds a bachelor’s degree in finance from St. John’s University and has earned series 7, 63, 66 securities licenses and is a Registered Investment Advisor.

John and Peter have known each other for over 20 years.