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John Bullman, CFA, CAIA

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John is a seasoned investment professional who joined LGT Financial Advisors after an impressive tenure at the Rosewood single-family office. With a wealth of experience and expertise in investment management, John brings invaluable industry knowledge to the firm. His daily responsibilities involve developing investment strategies, analyzing market trends and economic conditions, performing manager due diligence and consulting with clients. John holds a B.B.A. in Finance and International Business from Baylor University and an MBA from Southern Methodist University. Along with his impressive education, John is a Chartered Financial Analyst (CFA) charterholder and maintains the Chartered Alternative Investment Analyst (CAIA) designation. Beyond his professional achievements, John enjoys spending time with family, cycling, weightlifting, and indulging his love for fast cars when he is away from the office.

Blog Post by John Bullman, CFA, CAIA

John Bullman, CFA, CAIA8 min read

2025 Q2 Market Update

The second quarter of 2025 saw an across-the-board rebound in most assets as tariff ...
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John Bullman, CFA, CAIA7 min read

2025 Q1 Market Update

The beginning of 2025 was marked by volatility, a sell-off in the domestic equity ...
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John Bullman, CFA, CAIA7 min read

2024 Q4 Market Update

The economy and markets navigated a mix of challenges and opportunities in 2024, shaped ...
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John Bullman, CFA, CAIA6 min read

2024 Q3 Market Update

As the final quarter of 2024 begins, there are a number of factors – fed interest rate ...
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