Master of Business Administration, Finance – Cornell University (2001); Master of Science, Civil & Environmental Engineering – Clarkson University (1994); Bachelor of Arts – State University of New York, College at Geneseo – (1993)
Accredited Senior Appraiser
Chartered Financial Analyst
Professional Engineer (PA)
Lean Six Sigma
Series 50 Municipal Advisor Representative
John is a Vice President serving in a national role and leading the Northeastern practice of Raftelis. His more than 24 years of experience as a financial and management consultant serving the utility, governmental, and private sectors. His extensive experience includes over 250 financial projects covering technical areas including financial planning and rate setting, capital financing, asset management, regionalization, valuation, litigation support, and transactional consulting, and spans several utility sectors including water, wastewater, electric, solid waste, and stormwater, along with consulting for federal and municipal general government, transportation, and ports.
John’s business valuation experience includes appraisals for mergers and acquisitions, reorganizations (recapitalization and restructuring), eminent domain condemnation, real estate, tangible property valuation, cost to cure economic damages analyses, and litigation support. His valuation experience also includes providing acquisition and transactional advisory services to equity investors, business owners, and government officials on deals ranging in size from $50 million to $2.5 billion. He has provided other valuation-related services include due diligence investigations, development of financial projections, remaining useful life analyses, customer and supplier contracts, purchase price allocation, strategic investment decision-making, and deal structuring support.
John has earned the Chartered Financial Analyst (CFA) designation, is a Series 50 Municipal Advisor Representative, and is also a Licensed Professional Engineer. He is the Immediate Past Chair of the Finance, Accounting and Management Controls committee and a member of the Rates and Charges committee of the American Water Works Association (AWWA).
John has authored manuals of practice and utility industry papers on valuation, infrastructure investment, capital financing, financial management practices, and rate-setting, including AWWA’s Manual of Practice M1, Principles of Water Rates, Fees, and Charges; Water Rates, Fees, and the Legal Environment; Manual of Practice M29, Water Capital Financing; and Financial Management for Water Utilities: Principles of Finance, Accounting, and Management Controls, along with the textbook The Effective Water Professional: Leadership, Communication, Management, Finance, and Governance, published by the Water Environment Federation (WEF).
