EXPERTISE
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Wealth Management
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Institutional Asset Management
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Multi-asset and alternative asset management
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Global Product Distribution
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Product structuring and strategy
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Mergers and Acquisitions
John Siciliano | Wealth Management Expert | SEDA Experts
John Siciliano is a seasoned global financial services executive with over 40 years of experience across a number of leading financial institutions having served as a CEO; global head of distribution; and president of a mutual fund company; as well as head of global strategy for the asset and wealth management division of a major consulting firm. He is a world class expert on key issues facing financial institutions across strategy, product, distribution, pricing, and talent. He is a Qualified Financial Expert (QFE).
SEDA
EXPERTS
Mr. Siciliano is Chairman of Avondale Strategies, LLC, an advisory firm, where he consults with various global financial institutions including insurance companies, asset managers with a focus on traditional and alternatives firms. He also serves on the board of a major public company and an ETF funds provider, as well as chairing the board of a 1940 Act fund focused on alternative investing.
Mr. Siciliano was an investment banker from 1979-1991 including the launch of Smith Barney & Co.’s southwestern US investment banking practice and, subsequently, serving as co-head of Prudential Securities west coast investment banking business. From 1991-2010, he served as an operating executive, including service as a CFO and twice serving as a CEO in asset management, the latter for BKF Capital Group and New York Life’s $100 billion third-party asset management business.
From 2012 to 2019, he served as the head of Global Strategy in Asset and Wealth Management Advisory for PricewaterhouseCoopers with a focus on a broad range of global financial service firms.
In addition, he has been involved with a wide variety of non-profit organizations including The Committee for Economic Development; The Kravis Leadership Institute; The California Community Foundation; The Peter Drucker Graduate School of Management at Claremont Graduate University; The Marshall School of Business at the University of Southern California; and, the U.S. Institute.
He lives in New York City and Pasadena, California with his wife Wendy. They have three sons, two daughters-in-law, and four grandchildren.
EDUCATION
Stanford University Graduate School of Business
MBA, Concentration in Finance
Pomona College, Claremont, California
Bachelor of Arts
EMPLOYMENT HISTORY
Avondale Strategies, LLC
Chairman
2011 to 2012 and 2019 to present
PriceWaterhouseCoopers, LLP
Senior Managing Director, Financial Markets;
Global Strategy Leader, Asset and Wealth Management
2012-2019
New York Life Investments
Chief Executive Officer, Asset Management
2008-2010
Grail Partners, LLC
Co-Managing Partner
2007-2008
BKF Capital Group, INC. (NYSE: BKF)
Chairman, President and Chief Executive Officer
2005-2007
Dimensional Fund Advisors
Global Head, Institutional Distribution
2001-2005
Payden & Rygel
President, Payden & Rygel Investment Group;
Managing Principal, Payden & Rygel
1998-2001
Dresdner Kleinwort Benson N.A. LLC
Co-Head North American Corporate Finance
1996-1998
Senior Vice President, Director of Western Region
1995-1996
Technicolor, Inc.
Executive Vice President and Chief Financial Officer
Chairman, Technicolor SpA
1991-1995
Senior Vice President, Director of Western Region
1991-1993
Prudential Securities Incorporated
Managing Director; Co-Head West Coast
Corporate Finance
1989-1991
Smith Barney, Harris Upham & Co., Inc
Managing Director; Corporate Finance
1984-1989
Seidler Amdec Securities
Senior Vice President, Corporate Finance
1982-1984
Bateman Eichler, Hill Richards
First Vice President, Head of Corporate Syndicate
1980-1982
Morgan Stanley & Co., Inc.
Associate, Corporate Finance
1979-1980
OTHER
Boards of Directors/Advisors:
Sabre Corporation (SABR), Dallas, Texas; April, 2019; Member, Board of Directors; Chair, Compensation Committee; Member, Nominating and Governance Committee; Member, Executive Committee
Yieldstreet Prism Fund, New York, New York; October, 2019; Chairman of the Board
Pacific Life’s Pacific Global ETFs, Newport Beach, CA; December, 2018; Trustee, Audit Committee Chair
Korn Ferry Chief Executive Institute, New York, New York; March, 2019; CEO Advisor
Bonaccord Capital Partners, New York, New York; July, 2019; Senior Advisor