John T. Souther

Background

About John T. Souther

John serves as a lead relationship manager for entrepreneurs, business owners, and multi-generational families. He co-founded The Hanover Casco Bay Group to unite a group of experienced advisors with diverse experience in family wealth management to provide broad and deep advice to the team’s clients. He provides clients with family-office like wealth management advice and services that are framed by a unique combination of educational background as well as a lifetime spent in the cross-disciplines of financial planning, economic research, investment management, and insurance. John has been with the firm since 2005 helping clients achieve what is important to them through a consultative process focused on identifying, quantifying, and managing current and evolving goals. He began his career in 1998 at a Boston- based investment management firm working with portfolio managers and conducting economic research. Prior to moving to the Upper Valley in 2002 and becoming a financial advisor, John was involved in consulting and private equity research in the Boston area. He is a graduate of The College of the Holy Cross with an AB in Economics. John holds both the CFA designation and the Certified Financial Planner® designation as well as the Certified Exit Planning Advisor designation. John has given back to his community through extensive volunteer experience and board membership. He has served on the board of the Friends of Dartmouth Cancer Center since 2005 where he was Chair for seven years. John currently resides in Hanover with his wife, their four school-aged children, and two dogs. Together they enjoy hockey, skiing, running, and spending time outdoors. John also enjoys rowing when he gets the opportunity. Areas of focus: Investment Consulting to Institutions | Asset Allocation | Retirement Income distribution | Trustee Education | Chartered Financial Analyst charterholder |