Dakota Ebooks

An Exclusive Interview with John Tassone from Forbes Family Trust

John Tassone is the Director of Investments at Forbes Family Trust, and has 25 years of experience across multiple disciplines within the investment advisory, family office, and financial services industries. At Forbes, John is a senior member of the investment team responsible for managing due diligence and monitoring both public and private investments, as well as asset allocation, portfolio construction, and risk management for client families.

During his career, John has held senior roles at various wealth management firms, including GenSpring Family Offices, as well as founding an investment advisory firm focused on ultra-high net worth client families. Prior to GenSpring, John was an investment banker at Deutsche Bank in New York where he helped originate and execute over 25 merger advisory, debt and private equity capital raises, and public offerings worth in excess of $12 billion for family offices and institutions.

John received a Bachelor of Science in business management from the Dyson School at Cornell University. His law degree from Albany Law School, and an MBA in accounting from the Union College Graduate School of Management. He is also a board member and treasurer of the Wounded Veterans Relief Fund charitable organization. 

Download Now

Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.