PANEL: Inside the Playbook: How Top Wealth Managers Leverage ETFs to Drive Client Success

As Managing Director of The Colucci Group at Alden Investment Group, John Colucci specializes in providing tailored financial solutions to high-net-worth individuals, families, and businesses across the United States.

John began his financial career in 2007 at Merrill Lynch’s Park Avenue office, where he graduated with honors from the firm’s financial advisor training program. During his tenure, he built a successful practice that earned him recognition as a Forbes Top Next Generation Financial Advisor.

In 2018, seeking greater independence to better serve his clients, John established his private advisory practice, The Colucci Group, under the umbrella of Alden Investment Group. This move allowed him to offer a more personalized and holistic approach to wealth management, aligning with Alden’s principles of asset management and future-focused investing.

John’s core services encompass investment management, financial planning, insurance solutions, and customized liquidity structuring. He is a Chartered Retirement Planning Counselor (CRPC®) and a Certified K Plan Professional, holding Series 7 and 66 licenses. He earned his B.S. in Business Administration with dual concentrations in Accounting and Finance from Fordham University.

Known for his ability to demystify complex financial concepts, John is committed to providing clarity and transparency in all client interactions. His philosophy centers on simplifying financial situations to help clients find a clear path toward success.