John K. Sargent, Jr., CFA
President and Managing Director
John joined Middleton & Company in 1993 and has responsibilities in both portfolio management and investment research. He enjoys working with families and institutions to help them articulate their long-term objectives and construct an investment portfolio to address their specific financial and broader investment goals. John works as a member of the Investment Committee to support the firm’s investment strategy, generate new investment ideas, and has helped to develop the firm’s venture/private equity offerings.
John graduated magna cum laude in Economics from Princeton University. He is a CFA® charterholder and is a member of the CFA Society Boston, the CFA Institute and the Boston Economic Club.
Prior to joining Middleton, he spent several years at Corporate Decisions, Inc., a consulting firm specializing in the development of profitable growth strategies for large, multinational clients.
John is currently a Trustee of Gordon College and South Shore Christian Academy, and has served in numerous capacities at his church and with youth activities.
