John F. DeSimone

President | General Counsel

John has spent over 25 years working with individuals, families, companies, and institutions on investment management, tax, corporate finance and estate planning matters. Prior to joining Peddock Capital John was a partner and CFO of Dakota Wealth Management and a founding partner of Oakmont Partners, LLC.

John's credentials and experience have allowed us to expand Peddock's wealth management offerings and has brought greater depth to our integrated approach to personalized investment management and financial planning services.

John is a graduate of Bryant University with a B.S.B.A. in Business Administration, earned his Juris Doctorate and Master of Business Administration at the University of Baltimore, and holds an LL.M. in Taxation from Boston University School of Law. John is a Certified Investment Management Analyst® professional and Certified Financial Planner™ professional.

You can find John spending most of his free time with his family, either somewhere on a beach or on their boat. John enjoys fishing, bowhunting, golf, and tennis.


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