About John Surguy, CPFA

Senior Investment Consultant - MARG Financial
John received a BE, Electrical Engineering from Stevens Institute of Technology in Hoboken, NJ and an MBA, Finance from University of Navarra in Barcelona, Spain. He later worked as a Managing Director and Principal at Wilshire Associates, where he consulted to large organizations on emerging asset management techniques. His clients included Asset Managers, State Pensions, Corporate Pensions, Central Banks, Sovereign Wealth Funds, Family Offices, Supranational Organizations, Insurance Companies, and Custodial Banks. John helped modernize portfolio management, including how investors allocate assets, construct portfolios, measure risk and evaluate performance. John decided to make the move from Wall Street to Main Street at the end of 2019 and enjoys helping individuals and business owners find better ways to do things as part of the margFINANCIAL team.


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