John Lischer

Chartered Alternative Investment Analyst (CAIA), MBA

Director, Portfolio Consulting

(650) 356-8307 | [email protected]

John’s career in finance began as an advisor at large broker-dealers, including Charles Schwab. Eventually he transitioned into product management and portfolio analysis at Principal Financial Group and State Street Global Advisors.  Today, John serves as Director for the Portfolio Consulting team. In his role, John focuses on research, due diligence, and portfolio strategies for clients.


John currently resides in Cameron Park, California. When he is not reading up on investments or foiling the mischievous plans of his two cats, he enjoys going to the beach, weightlifting, and playing ice hockey.


Professional Qualifications