John E. Wolfsberg, Managing Principal
John’s 15 years of institutional fixed income experience is perfectly suited to his main role as head of fixed income portfolio management and Managing Principal at Centerpoint Advisors. His experience with institutional investors has provided him with the invaluable experience in both trading and portfolio management that he now utilizes in the construction of bond portfolios for our high net worth clients and qualified plans. The constant change in the bond market, both in trading and in products, creates many inefficiencies; identifying opportunities for clients in this inefficient market is John’s focus at Centerpoint.
John received a Bachelor of Science from Stonehill College where he graduated cum laude. Following a commission as a Second Lieutenant in the U.S. Army, John served a brief tour for training before returning to the civilian sector to earn his Certified Public Accountant designation. His financial career began in the public accounting sector culminating as a manager at PWC where he assisted venture capital backed companies going public. In 1994, John began his investment career at Bear Stearns, where he covered institutional fixed income clients across multiple sectors. Clients included state funds, insurance companies and money managers nationally with portfolios in excess of $10bn. Most recently John earned a certificate degree from the Harvard Business School Executive Program in Leading a Professional Service Firm.
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 Co-Portfolio Manager Mark Barry. 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 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.