John Orsini joined MarshBerry as Director in 2021 for its Wealth Advisory division. In his role, he is responsible for being the client-facing lead on merger and acquisition projects, developing strategy and implementation of client deliverables and maintaining client relationships to ensure successful project execution.
John has more than 15 years of experience in strategic finance which is inclusive of product launches, technology investments and the build out of mutual fund distribution systems through wire houses, banks and Wealth Advisors. In addition, he served in various finance leadership roles during stops at The Vanguard Group, Morgan Stanley Investment Management and Nationwide Financial.
Most recently, John was Associate Vice President of Business Development & Acquisitions for Nationwide Financial’s Investment Management Group. In this role he led all aspects of acquisition strategy, deal execution, implementation, and strategic partnerships. He served as the liaison between their leadership team and enterprise finance regarding all inorganic growth activities.
John currently maintains the FINRA Securities Industry Essentials Exam, in addition to Series 7, 63 and 79 FINRA registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC. John holds an MBA from Widener University and a BS from Temple University and achieved certification from Wharton Executive Education in Mergers & Acquisitions.