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John S. Renza, III. J.D., MBA

Portfolio Manager

Exceptional client service is about going beyond what the client expects. To be successful, you must always put your clients' best interest first and I am proud to be with a firm that recognizes the importance of the "client first" philosophy.


  • More than 16 years of experience in the financial services industries
  • Focuses on serving the needs of successful individuals and families


  • Undergraduate degree, Boston College
  • Juris Doctorate, University of Massachusetts School of Law
  • MBA, Bryant University


  • MSCPA Finance Committee
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