John Rasic, CFA®, CFP®, CMFC®, AIF® is a Financial Advisor at SEIA. His journey with the firm began in 2015, when he made significant contributions as a Research Analyst specializing in real estate, equities, and alternatives. After four years helping to shape SEIA’s research department, he transitioned into advisory work, partnering with Senior Partner Fritz Miller.
Drawing on his research background, John places a strong emphasis on customized portfolio management, integrated with retirement and estate planning. While on the research team, he played a key role in helping develop SEIA’s discretionary investment models and economic outlook. He also led the due diligence and onboarding of numerous private and alternative investments.
John earned a Bachelor of Arts in Business Administration and Management, with a minor in Chinese Studies from Drew University, where he also played collegiate baseball. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Analyst® (CFA®) designation. He has also held the Chartered Mutual Fund Counselor® (CMFC®) designation since 2017 and the Accredited Investment Fiduciary (AIF®) designation since 2020.