Broker Check

John P. Orthman, MBA

John P. Orthman*

Investment Advisor Representative

Phone: 617-916-5155

John has over 25 years of experience in financial services with industry leaders that include Fidelity Investments, New England Financial, MetLife and OneAmerica Securities. His experience encompasses customer service, problem resolution, institutional sales and trading, operations and sales management, and financial advising. Prior to entering the financial services arena, John spent over 10 years in the social services field, working as a social worker, clinician, educator and program manager.

John describes his experience as “helping people develop positive financial behavior patterns that lead to the achievement of their life goals and aspirations”. He believes his experience in social services has equipped him with the skills required to develop in-depth relationships with his clients, get to the core of their beliefs and values, and help them uncover what is most important to them.

John is a graduate of the University of Massachusetts at Boston, earning a BA in Sociology and Urban Social Service. He completed his MBA at Suffolk University, Sawyer School of Management, Executive MBA Program. John is licensed in life, accident and health insurance. He is also licensed as a registered representative and an investment advisory representative.

John has spent most of his life in the Boston area. He currently lives in Bellingham, MA and serves as the President of the Bellingham Business Association.