John Tassone, J.D., CAIA

Senior Wealth Advisor Co-Head of Wealth Management Private Client Group Wealth Management & Trust Florida
John S. Tassone, J.D., CAIA

John Tassone brings over 20 years of experience providing advice in the areas of wealth and investment management, investment banking, estate & tax planning, and private investments.

Prior to joining Boston Private Wealth, John was a Managing Principal of SteelBridge Private Wealth Advisors, a registered investment advisor he co-founded. SteelBridge was acquired by Boston Private Wealth in 2018. Prior to founding SteelBridge, he was a senior executive at GenSpring Family Offices, a $20+ billion multi-family office and prior to GenSpring, John was an investment banker with Deutsche Bank where he helped originate and execute over 25 merger advisory, debt and equity capital raises, and public offerings worth in excess of $12 billion.

John received a B.S. from Cornell University’s Dyson School, an M.B.A. from Union College Graduate School of Management, and his J.D. from Albany Law School. John is a Chartered Alternative Investment Analyst (CAIA) and was admitted to practice law in NY and CT.

John serves on the boards and advisory councils of various organizations at Cornell and is also a Board member of the Wounded Veterans Relief Fund based in Lake Park, FL.