John Thoe

John Thoe is the Director of Production at EquitiesFirstTM.

John leads global underwriting and transaction development across EquitiesFirst’s business units in North America, Europe and Oceania, in addition to partnership relationship management.

With years of experience in the financial services industry, John brings an expertise in corporate portfolio management, wealth management and equity market analysis.

Prior to joining EquitiesFirst, John held senior advisory roles at Morgan Stanley Smith Barney, and served as an aide in the office of United States Senator Richard Lugar. John holds Series 3, 7, 63 and 65 licenses from the Financial Industry Regulatory Authority and a Bachelor’s degree in economics and business administration from Indiana University in Bloomington.

John is based at the global headquarters in Indianapolis, United States.