John Testa holds the position of SVP, Senior Portfolio Manager/Analyst, CFA at Bar Harbor Wealth Management. He joined the organization in 2016 and works in our Ellsworth, Maine office.
John earned his degree in Business Administration from The State University of New York at Fredonia before completing his certification to become a Chartered Financial Analyst. Before joining our organization, he held investment positions at Wells Fargo Private Bank and Morgan Stanley.
With more than fifteen years’ experience, John has acquired knowledge on investment strategy and analysis, as well as risk management. He serves clients throughout the state of Maine, managing their portfolios and researching security investments to ensure goals and objectives are met.