John Wolfsberg
Managing Principal
Chief Financial Officer and Director of Fixed Income
John brings more than three decades of distinguished experience in trading, portfolio management, and institutional investing to his leadership at Centerpoint Advisors. Having begun his career in public accounting, where he supported private companies and those preparing for public offerings, John developed a rigorous foundation in analysis, transparency, and accountability. His professional journey led him to Bear Stearns in 1994, where he worked in fixed income sales covering institutional clients—including state funds, insurance companies, and national money managers overseeing portfolios in excess of $10 billion. This breadth of experience instilled in him both technical mastery and a profound appreciation for disciplined, long-term portfolio construction.
As Chief Financial Officer and Director of Fixed Income at Centerpoint Advisors, John has translated this institutional expertise into a thoughtful, family-focused approach. He works closely with high-net-worth individuals, multi-generational families, foundations, and qualified plans, tailoring bond portfolios that balance opportunity with prudence. His background in tax and accounting further enhances his ability to design portfolios that are both financially sound and sensitive to the nuanced needs of each client’s circumstances. John recognizes that financial decisions are not merely technical—they carry emotional weight, shaping a family’s legacy, security, and peace of mind. His philosophy is rooted in stewardship: ensuring that each portfolio he builds honors the unique goals, values, and aspirations of the families and individuals he serves. Above all, John views his role as a privilege: to walk alongside families as they make critical financial decisions, to safeguard their wealth, and to help transform their aspirations into enduring legacies.
Background
John graduated cum laude from Stonehill College with a Bachelor of Science in Accounting and earned his CPA designation shortly thereafter. He also holds a certificate in Executive Education from Harvard Business School. Beyond his professional endeavors, John remains deeply engaged in both education and community service: he serves on Stonehill College’s Visiting Business Committee and contributes his financial acumen as a board member of Easton’s Natural Resource Trust (NRT), ensuring the preservation of local resources for future generations.
John’s commitment extends beyond financial stewardship. A former U.S. Army Captain, he carries forward the values of discipline, service, and integrity into every client relationship. He is Series 65 licensed through FINRA, enabling him to serve as a trusted Investment Advisor Representative through Centerpoint Advisors.
Working at Centerpoint
John joined Centerpoint Advisors in 2008 from Bear Stearns & Co. and now acts as Co-Managing Principal with his sister, Jennifer Wolfsberg. In his role as head of fixed income management, John oversees portfolio construction including, security and/or manager selection, risk analysis and review, and trade execution. He is a member of the Centerpoint Advisors Investment Committee, and is responsible for the creation of all fixed income commentary alongside Director of Investment Management Mark Barry and Portfolio Manager J.D. Wolfsberg. Having a strong understanding of various fixed income instruments and the markets allows John to construct portfolios that meet the risk profiles of our clients. John holds Series 7, 63, and 65 FINRA licenses.
Outside the Office
John is a supportive and active alumnus of Stonehill College where he is a member of the Visiting Business Committee, an advisory council to the school’s business department. In addition to his activity with Stonehill, he has been featured and has spoken at various events including a leadership training program at the U.S. Military Academy at West Point. John and his wife, Michele, have four children and one grandchild, and currently reside in North Easton. He enjoys spending time with his family on Cape Cod and in New Hampshire during the summer and skiing in Maine during the winter. When he is not traveling with his family or on business, John enjoys gardening and woodworking.
The quieter you become, the more you can hear