About
John Shreenan serves as Senior Vice President at Empirical Asset Management, LLC in Boston, where he leads business development and client relationship initiatives for the firm. In his current role, he is responsible for expanding the firm's client base, structuring customized wealth management strategies, and overseeing key client portfolios, with an emphasis on high-net-worth individuals and families.
Shreenan focuses on wealth management services, collaborating closely with clients across varied sectors, though his primary emphasis remains on comprehensive investment planning, portfolio construction, and retirement solutions for individuals and families. He is not noted for specializing in a single sector or asset class; rather, his expertise lies in holistic client wealth solutions.
Prior to joining Empirical Asset Management, John was a wealth advisor with Merrill Lynch and TIAA, where he developed specialized skills in financial planning and investment management. His career reflects extensive experience in delivering client-focused advice and building long-term relationships within the wealth management industry. His contributions include developing tailored investment strategies that address both immediate financial needs and long-term objectives for his clients.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Empirical Asset Management | Senior Vice President | Jan 2020 to Present | Market leader in the creation and management of Artificial Intelligence driven investment models. "Rules Based" investment strategies designed to deliver returns by managing risk. Various Rules Based ... | 
| TIAA | Wealth Management Advisor | Jan 2012 to Jun 2018 | Financial Planning/Investment Management Financial Planning Investment Product Insurance Solutions Banking Product Annuities Financial Plans | 
| Bank of America Merrill Lynch | Wealth Management Advisor | Jul 2001 to Dec 2011 | Part of a 4 person family advisory practice, focusing on wealthy individuals, corporate pension plans, endowments/foundations and 401K Plans. Led all efforts in the development of new assets coming in... | 
| GARRETT NAGLE & CO., INC. | Vice President, Portfolio Management and Corporate Development | Aug 1989 to Jun 2001 | Part of a research team that conducted equity and fixed income research for investments within client portfolios. Responsible for bringing all new clients to the firm. Raised over $300 million of new ... | 
| American Finance Group | Vice President, Notheast Regional Director | Jun 1986 to Jul 1989 | Responsible for raising investor equity and debt placement, to purchase large capital equipment, to put on lease to Fortune 500 Companies. Raised over $150 million of investor capital in a 3 year peri... | 
Education
The Wharton School
Certified Investment Management Analyst, Finance and Investment
2003 — 2005
Bentley University
Bachleors, Marketing and Finance
Others at Empirical Capital Management, LLC (2)
| Name | Role | Location | 
|---|---|---|
| Senior Vice President | MA , United States | |
| MMarvin Alfaro | analyst | Boston, MA , United States |