John Bullman, CFA, CAIA

John is a seasoned investment professional who joined LGT Financial Advisors after an impressive tenure at the Rosewood single-family office. With a wealth of experience and expertise in investment management, John brings invaluable industry knowledge to the firm. His daily responsibilities involve developing investment strategies, analyzing market trends and economic conditions, performing manager due diligence, and consulting with clients. John holds a B.B.A. in Finance and International Business from Baylor University and an MBA from Southern Methodist University. Along with his impressive education, John is a Chartered Financial Analyst (CFA) charterholder and maintains the Chartered Alternative Investment Analyst (CAIA) designation. Beyond his professional achievements, John enjoys spending time with family, cycling, weightlifting, and indulging his love for fast cars when he is away from the office.