Portfolio Analyst, Park Edge Group
Branch / Location: Cleveland, OH
As a Portfolio Analyst with the Park Edge Group, John Underation makes client service his top priority. On a daily basis, he interacts with institutional and individual clients, assisting them with all aspects of their respective financial situations. Ultimately, his goal is to coordinate decisions with the rest of the team, to ensure clients feel a sense of control over their financial destination.
John began his career in financial services in 2000, after graduating from the University of Akron with a Bachelor’s Degree in Psychology with a Minor in Business. He worked at The Millennial Group in Akron for 5 years, before joining Morgan Stanley as a Financial Advisor in 2005. John transitioned with the Park Edge Group to McDonald Partners in October of 2017.
He has several industry certifications, including Series 7 and 63, as well as Life and Health Insurance.
In his spare time, John is on the Board of Directors of the Slovak Catholic Sokol, is a Cubmaster with Cub Scout Pack 159 and regularly volunteers with the Bay Village Men’s Club.
He has been married to his wife, Kelly, for 18 years and has two sons. They belong to St. Raphael Parish in Bay Village, and enjoy golf, fishing and boating together.