John J. Lesser, CFA, CPA, CFP®
Partner

John Lesser provides comprehensive investment consulting, estate planning, and income tax planning services to wealthy families. He operates as the CFO (Chief Financial Officer) of their personal balance sheets to maximize the after-tax value of their wealth and assist families in achieving their philanthropic and multigenerational missions. His specialties include advanced portfolio construction concepts, manager searches and due diligence, performance reporting, and sophisticated wealth transfer techniques.

John received his bachelor of science degree in accounting and finance from Oakland University, and his master of business administration degree in finance from Wayne State University. His professional memberships include the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and the Financial Analysts Society of Detroit.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.