John Pini is a wealth management financial advisor based in Boston.

John takes a holistic approach to providing wealth management services and advice. Working directly with his clients’ accountants and estate planning attorneys–as well as CAPTRUST’s in-house estate and financial planning team–he helps his clients structure their financial affairs to best achieve their short, long, and multigenerational goals.

John works with high-net-worth individuals and families, entrepreneurs and business owners, trust donors and beneficiaries, institutions and non-profits, and qualified and non-qualified deferred compensation plans.

After earning a Bachelor of Science degree in economics-finance from Bentley University, he began his career in BNY Mellon’s institutional client accounting and reporting group. Since then, he has served as an investment specialist at Winslow Wealth Management, a portfolio analyst at Middleton & Company, and as an associate wealth manager at BNY Mellon Wealth Management.

John joined CAPTRUST in late 2024 when his most recent firm, Boston Financial Management, became CAPTRUST.

When not at work, John can be found reading, hiking, watching sports (particularly soccer), and spending time with his family.