John Bodnar
Founder & President, Vermont Wealth Management
It all started 45 years ago…
Founder & President, John Bodnar has over 40 years experience in the securities industry, with previous experience in Commercial Banking, Corporate Accounting & Life Insurance.
Wealth Management approach: 4 steps
Investment Policy - I help you determine your investment policy which includes risk tolerance, goals, time horizon analysis of current assets, your return expectations, income goals and other specific factors that affect your investment decisions.
Strategy - I develop an investment strategy designed to pursue your needs and your criteria taking into account the current and expected market conditions.
Implementation - I execute the plan using asset allocation. This takes into account your current investments, considers tax implications, reallocation and is focused on your risk/time tolerance.
Monitoring & Communication - I monitor and review your plan quarterly with you. This means I take the time to review and match your portfolio’s performance with our risk targets.
“I take a conservative approach to investing, which begins with a thorough assessment of your current and future needs.”
John currently lives in Colchester, VT with his wife Catherine Bodnar, a retired English professor. They have 5 children and 3 grandchildren. John is a 5th degree black belt in Tae-kwon Do, enjoys skiing, sailing and camping. He is also a former 3x National Champion in Rudimental Drumming.