John joined Lara, Shull & May in 2008 after a long and successful trust and investment management career with his own firm, Sabal Trust Company, headquartered in the Tampa Bay area of Florida, which he founded in 1983. He was also associated with Citibank’s trust business in New York City and later honed his trust and investment management skills at Tampa’s leading bank/trust institution, which is now part of Bank of America.
He has extensive experience in defining appropriate investment objectives for his clients and designing successful strategic investment asset allocation and investment management strategies to achieve those objectives. Over the past 42 years, he and his clients successfully weathered many challenging market conditions.
John is a 1965 graduate of Princeton University and a 1966 graduate of Columbia University’s Graduate School of Business Administration, focusing on Finance. He is a graduate of the Stonier School of Banking and a Chartered Financial Analyst, having earning his CFA designation in 1976. He has volunteered with the CFA Institute and helped established his profession’s self-regulatory efforts to assure that members live up to the highest standards of ethics and professional conduct. Most recently, John served as the Chairman of the CFA Institute’s Disciplinary Review Committee, which oversees and enforces these rules. He was instrumental in internationalizing the CFA Institute’s self-regulatory efforts as the profession and the CFA educational program evolved into serving investment professionals throughout the world. John was a founder of the CFA Tampa Bay Society of Financial Analysts, an early President of that organization and recipient of the organization’s President’s Award for Outstanding Professional Achievement and Service. He is also a Fellow in the Society of International Business Fellows.
John serves on a number of foundation boards in the Tampa Bay area, including the investment committee of the Community Foundation of Tampa Bay, The Christian Legacy Foundation, the Museum of Science and Industry (MOSI) Endowment, and the Tampa Museum of Art. He is active as a Board member of the Abe Brown Ministries, a prison ministry devoted to helping incarcerated individuals and their families and providing exit-alternatives for released inmates in order to ease their successful transition back into society. John is an active member of his church, Palma Ceia Presbyterian. He is an Elder and member of the church choir.
John and his wife, Mart. spend summers in beautiful Cordillera, Colorado, where they both enjoy visits by their two grown children and three grandsons. They love to golf, hike, play bridge, and John particularly likes to practice and teach digital photography. |
