John Mannix

John Mannix is Managing Partner, CEO, and Advisor at Baldwin Brothers - Wealth Management, based in Marion, MA. In his current role, he oversees firm strategy, client relationship management, and the development of customized wealth management solutions for high-net-worth individuals and families. He has led the firm since 2015 and is recognized for cultivating a collaborative and client-focused culture rooted in integrity and transparency.

Mannix's investment expertise centers on multi-asset portfolio construction, impact investing, and wealth management for family offices and individuals. He has co-founded impact investment firms GreenTech Research and New Summit Investments, reflecting a particular focus on sustainable, socially responsible investment strategies and private market opportunities. Under his leadership, Baldwin Brothers tailors portfolios across sectors including equities, fixed income, and private equity, with an emphasis on long-term, generational wealth stewardship.

Prior to joining Baldwin Brothers in 2008, Mannix held senior leadership roles at major firms such as Fidelity Investments, Scudder Kemper Investments, Rydex Investments, and Newfound Research, and co-founded Oakmont Partners, a wealth management and venture investment firm. He holds a degree from Syracuse University, serves on multiple non-profit boards, and is a member of industry groups such as Pershing’s Advisor Council, marking significant contributions to both the investment community and philanthropic causes.