As a partner, John is the co-leader of blum’s Education Practice. With over 28 years of experience, John’s primary focus throughout his career has been serving educational institutions of all types and providing specific expertise on endowment-related matters. He developed this focus through hands-on involvement with each of his clients and by regularly providing guidance on investment and endowment accounting and reporting—including alternative investments, financial statement presentation, accounting software use and implementation, Form 990 and exempt organization tax compliance, student financial aid compliance audits, unrelated business income, budgeting and internal financial reporting, and corporate governance. John’s overall experience includes providing accounting, auditing, tax and advisory services to clients in various industries, including education, not-for-profit, construction and manufacturing.
Additionally, John is regularly called upon by education industry associations to present topics of interest and has been recognized for his professional accomplishments as a past recipient of the Hartford Business Journal’s 40 under 40 award.