John Rochow

John joined the firm in 2009 and has over 15 years of experience advising ultra-high net worth entrepreneurs, families, business owners, and corporate executives across the United States.

He provides financial services and strategies to help streamline the complexities of significant wealth, specializing in investment consulting, wealth management, concentrated stock strategies, and investment banking services. In addition, he offers access to Bank of America’s philanthropic, trust and estate planning services.

Typically, John advises individuals and families who are experiencing money in motion, or a large liquidity event which requires advanced planning solutions. This may include founders and C-suite executives preparing for the sale of a company or an IPO; athletes and entertainers who are signing a large contract; professionals and entrepreneurs looking to grow their wealth; or family members reallocating funds due to retirement, divorce, or inheritance. John’s goals in working with clients are to listen, guide, and offer thoughtful and creative strategies to empower clients to make the best financial decisions for themselves and their families.

He graduated from the Stephen M. Ross School of Business at the University of Michigan. He holds multiple industry designations, including Certified Plan Fiduciary Advisor®, CPFA®, Certified Private Wealth Advisor® (CPWA®), and Sports & Entertainment Accredited Wealth Management Advisor™, SE AWMA™.

John has been recognized by Forbes in its list of “Top Next-Generation Wealth Advisors Best-in-State” in 2023-2025 (Published annually in 3Q. Rankings based on data as of March 31 of current year), “America’s Top Wealth Management Teams Private Wealth” in 2022-2025 (Published annually in November. Rankings based on data as of March 31 the same year) and “Best-in-State Wealth Management Teams” in 2023-2026 (Published annually in January. Rankings based on data as of March 31 of prior year); and Barron’s magazine in its list of “Top 250 Private Wealth Management Teams” in 2024-2025 (Published annually in May. Rankings based on data as of December 31 of prior year).

John has been actively involved in the community through charitable and educational endeavors, including:
•Past 10 Year Board Member of The University of Michigan Ross School of Business Alumni Club of Ann Arbor & Southeast Michigan.
•Past 10 Year Board Member of the Birmingham Detroit Country Day School Alumni Association.
•Past 6 Year Board Member of the Detroit Institute of Arts museum Founders Junior Council.

*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published annually Aug – Sept. Rankings based on data as of March 31 of current year.
*Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published on November 12, 2025. Rankings based on data as of March 31, 2025.
*Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published annually in January. Rankings based on data as of March 31 of prior year.
*Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Top 250 Private Wealth Management Teams" List, published annually in May. Years pre-dating 2024, published as Barron’s “Top 100 Private Wealth Management Teams” list annually in April.  Rankings based on data as of December 31 of prior year.
*Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.