John P. Middleton, CFA, CAIA, AIF®
John Middleton joined Brighton Financial Planning, Inc. in August 2008 and assumed ownership of BFP in February 2010.
John has been involved in the industry since 1992. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director and Client Portfolio Manager. While with IQS, John was responsible for over 50 clients worldwide with more than $2.5 billion in assets under management. Within this role, John was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting for all IQS strategies in which his clients were invested. These strategies included domestic equity and alternative strategies such as equity market neutral. John was also responsible for supporting the marketing efforts of the Invesco Sales & Service team. Within this role, John was responsible for finals presentations for all IQS strategies, winning more than 20 finals totaling nearly $1 billion in new assets for IQS. John also wrote several white papers covering such topics as Quantitative vs. Fundamental Enhanced Index Managers, SMID Cap strategies, and Transaction Cost Management. Finally, John was a frequent speaker at conferences, including to the United States Securities and Exchange Commission, on 130/30 and alternative strategies.
Prior to Invesco, John was as an Officer and Senior Vice President at Mutual of America Capital Management. While with MOACM, John was responsible for initiating sales and marketing efforts within the institutional plan sponsor community and pension plan consultants for the MOACM stable of investment strategies including Active Core Fixed Income and active and passive U.S. equity strategies.
Prior to Mutual of America, John held several positions with Raymond James & Associates, Inc. and RJA subsidiaries. These positions included Director of Marketing & Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the RJA Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group. John’s responsibilities across these positions included marketing tax credit and equipment leasing partnerships to Financial Advisors, marketing to venture capital and professional services firms for investment banking opportunities, screening potential investment banking candidates, marketing mutual funds to Financial Advisors, marketing and client service for a $1 billion small cap manager and briefly managing a small cap growth portfolio.
John graduated from Rutgers University, where he received a B.A. in Political Science in 1988, and from the University of Tampa, where he earned an M.B.A in Finance in 1993. John is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA) and is an Accredited Investment Fiduciary(AIF). He is also a member of the CFA Institute, the New York Society of Security Analysts, the CAIA Association and the Financial Planning Association.
James J. Chesterton, Jr., CFP®
James J.Chesterton, Jr. has been a Certified Financial Planner® practitioner and a member of the Institute of Certified Financial Planners (ICFP), now The Financial Planning Association, since 1984. He was co-founder and vice president of the Princeton Area ICFP 1985 - 86; President 1986-88 and Chairperson of the Board 1988-90. He was the Chairperson of the New Jersey Association of the ICFP in 1989 and was a board member of the Tri-County Estate Planning Council from 1989-94. Currently he is a member of The Financial Planning Association of New Jersey. He is also a member of the Princeton New Jersey Trust and Estate Study Group.
Mr. Chesterton was on the Editorial Review Board of the Journal of Financial Planning Magazine from 1996 to 2000. The Journal is a national publication for Certified Financial Planning professionals. Worth Magazine selected Mr. Chesterton in 1997 and 1998 as one of the top financial advisors in the United States. He has been widely quoted in various newspapers including the New York Times, Money Magazine and Spirit Magazine. He has appeared on CNBC-TV’s Power Lunch with Bill Griffith and Fox News Channel on Money with Gail Buckner, CFP.
Mr. Chesterton is a frequent speaker at national financial planning conferences and for The Financial Planning Association of New Jersey and has presented financial planning seminars for various colleges and Fortune 500 companies across the United States. He is founder of Brighton Financial Planning, Inc.
Mr. Chesterton also serves as a committee member on the Residents’ Committee of New Hampton, New Jersey, an historic preservation group. He is a member of the Society of American Period Furniture Makers.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®