About
John E. Destefanis joined the team in 2025. Prior to joining the firm, John worked at Providence Equity Partners in the Valuation and Strategic Analysis Group. There, he supported the firm’s quarterly valuations process and contributed to fund performance analysis, LP reporting, and fundraising initiatives. John is determined to help you reach your financial goals and objectives. He encourages clients and prospective clients to reach out to him at any time.
Education & Credentials
He holds a Bachelor of Science in Economics-Finance from Bentley University and an MBA in Finance from Bentley’s McCallum Graduate School of Business.
John holds the following licenses:
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Series 65: Uniform Investment Advisor
- Massachusetts Life Insurance Producer
Personal
John lives in Boston, where he enjoys boating and spending time with family and friends. He is a Boston College High School and Bentley University football alum. A devoted Boston sports fan, he’s also passionate about college football in the fall.