John D'Agostino (financial services) Overview and Profile

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John D'Agostino is a seasoned professional in the financial services industry. He has a strong background in financial planning and wealth management.

With over 20 years of experience, John has helped numerous individuals and families achieve their financial goals. His expertise spans investment management, retirement planning, and estate planning.

John's approach is centered around understanding his clients' unique needs and creating tailored solutions to address them. This personalized approach has earned him a reputation as a trusted advisor in the financial services community.

John's dedication to his clients' success is evident in his commitment to ongoing education and professional development.

John D'Agostino's Career

John D'Agostino has held various positions in the financial industry, including Managing Director at DMS Offshore Investment Services Ltd. He has also worked as a Director at KPMG Consulting and Head of Strategy at the New York Mercantile Exchange.

John D'Agostino's educational background includes an Undergraduate Degree from Williams College and a Master's in Business Administration from Harvard Business School. He has also served as a Director/Board Member for several companies, including SURF AIR MOBILITY INC. and Royal Hawaiian REIT LLC.

John D'Agostino's experience in the financial sector spans multiple roles and industries, including hedge funds, real estate investment trusts, and commodity derivatives exchanges.

Active Positions

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John D'Agostino has held several director and board member positions throughout his career. He currently serves as a Director/Board Member at SURF AIR MOBILITY INC., a position he took on June 30, 2023.

John D'Agostino also serves as a Director/Board Member at Royal Hawaiian REIT LLC, a real estate investment trust and finance company founded in 2018.

In addition to these positions, John D'Agostino is a Director/Board Member at Melody Capital Partners LP, a firm that provides investment advice and was founded in 2012.

John D'Agostino's other director and board member positions include Bregal Investments London Ltd., Blueshift Capital Group, 125 West 55th REIT LLC, 200 Fifth Avenue REIT Holdco LLC, South Florida Logistics Co. REIT LLC, and Venue REIT Holdco LLC, all of which are real estate investment trusts or finance companies.

Here is a list of John D'Agostino's active positions:

DMS Appoints MD

John D'Agostino's appointment as Managing Director of DMS has been a significant move for the company. He joins DMS from Alkeon Capital Management, a multi-billion dollar registered investment adviser, where he was a Managing Director.

A professional in an office analyzing financial charts on multiple monitors, using advanced technology.
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D'Agostino has a strong background in the financial sector and hedge funds space, making him a perfect fit for DMS. He was also a Director of KPMG Consulting prior to joining Alkeon Capital Management.

As Head of Strategy at New York Mercantile Exchange, D'Agostino helped transition the floor to electronic trading. This experience has likely given him valuable insights into the rapidly changing financial landscape.

D'Agostino is responsible for the development of the Dubai Mercantile Exchange, the first Middle East commodity derivatives exchange. His entrepreneurial spirit and experience in the financial sector make him a valuable asset to DMS.

John D'Agostino lives in New York City and has a strong educational background, having attended Williams College, Oxford University, and Harvard Business School, where he earned a Master in Business Administration.

Sheldon Kuphal

Writer

Sheldon Kuphal is a seasoned writer with a keen insight into the world of high net worth individuals and their financial endeavors. With a strong background in researching and analyzing complex financial topics, Sheldon has established himself as a trusted voice in the industry. His areas of expertise include Family Offices, Investment Management, and Private Wealth Management, where he has written extensively on the latest trends, strategies, and best practices.

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