INVEST WITH PURPOSE. GROW WITH INTEGRITY.
John Browning: Building Your Life, Not Just Your Portfolio
At Guardian Rock Wealth, we provide expert wealth management solutions, specializing in values-based investing. Our approach allows investors and organizations to align their portfolios and financial goals with their ethical values, potentially creating long-term financial growth without compromising personal beliefs.
EXPERIENCE YOU CAN TRUST
Protecting Today’s Wealth. Building Tomorrow’s.
John Browning helps busy professionals plan and invest to build their best lives in retirement using three decades of of Wall Street money management experience. John comes not only with direct money management experience and knowledge but also real world experience that comes from raising three birth children, three adopted children and fostering several more special needs children. His real life funny stories make his subjects more fun and interesting while still being informative.
John and Christine, his college sweetheart and wife of over thirty years, have started, run and sold numerous businesses, and have led teams through all sorts of market and business environments. John has and continues to serve on various not for profit boards and has led nonprofit teams through restructurings, building projects and fundraising projects. John will be the first to tell you that you just cannot make some of the real life stories he has to tell!
John’s Career Highlights
John began his career in 1991 learning from the ground up, starting in customer service before moving into an assistant municipal analyst role. From there he moved into a senior municipal and corporate analyst at Van Kampen funds, a division of Morgan Stanley.
John began his portfolio management career in 1995 managing several billion in taxable and tax free money market funds. During this period John led multiple specialized foreign and domestic quantitative research projects three of which resulted in the first equity Unit Investment Trust portfolios for Van Kampen Funds.
During 1996 John was asked to join the trading and risk management desk for all Unit Trust operations. Eventually, John went on to become the Executive Director in charge of over $157 billion in equity and fixed income assets at Morgan Stanley.
John moved to Invesco PowerShares in 2009 running several specialty exchange Traded Equity funds and assisting with the purchase of Van Kampen funds from Morgan Stanley.
During 2012 John moved to Run the Unit Trust research and portfolio Management division of Guggenhiem Funds.
John was asked to start a Unit Trust division for Incapital in 2013, which raised approximately $600 million in assets before being purchased in 2017 by Nuveen Asset Management. John continued to lead the division as Managing Director to just under $1 billion in assets under management.
From mid-2017 through 2019 John served Smart Trust, a division of Hennion & Walsh out of New Jersey helping them increase assets under management to nearly $1 billion.
In 2019, John started Guardian Rock Wealth™ an independent, fiduciary, registered investment advisory firm dedicated to bringing Wall Street money management expertise directly to individuals and their families.
John wrote the Amazon best seller Build a Life Not a Portfolio in 2020 and started the weekly Building Your Life podcast, which continues to run today.
