John David (“JD”) Wolfsberg is a Portfolio Manager at Centerpoint Advisors, where he supports the firm’s investment research, analysis, and selection processes. JD brings strong technical expertise and a client-first mindset to the portfolio management team. Driven by a deep interest in capital markets, JD applies disciplined research to support tailored investment strategies that align with client goals.

Working at Centerpoint:

JD joined Centerpoint in 2018. He works closely with the firm’s Managing Principals and Co-Portfolio Manager to research and analyze investment selections. He helps to support our portfolio management team by maintaining extensive investment databases, analyzing the performance of existing investment selections, and presenting potential investment selections to the Investment Committee. JD also develops market commentary to keep the team abreast of the week’s most pertinent research and economic news. JD is A CFA® charter holder and is an Investment Advisor Representative through Centerpoint Advisors (FINRA Series 65 license).

Background:

JD graduated from Stonehill College in 2015 where balancing a rigorous academic schedule and varsity football commitment developed his strong work ethic. Following graduation, he took a position at State Street where he worked directly with external investment managers. In 2016 he moved to GW&K Investment Management where he continued to gain exposure to the investment industry and expand his knowledge of the markets.