John Near in

John Near

Planner · DISC type Sc
Asset Manager at Colonial Asset Management
📍 Eastchester, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Asset Manager
Job Level
Middle
Location
Eastchester, New York, United States
Personality Overview

How John shows up

Disciplined
Not Very Vocal
Inflexible

They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics John cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Asset Manager
Colonial Asset Management
4-2023
Investor Relations at Iron Horse Capital Group
Iron Horse Capital Group
4-2023
Licensed Real Estate Salesperson
Compass
7-2019 - 6-2022
Managing Director- Equity Trading
Guggenheim Partners
4-2002 - 7-2019
Managing Director-Equity Salestrader at Piper Jaffray NY
Piper Jaffray
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration (MBA)
NYU Stern School of Business
Bachelor's degree
St. Lawrence University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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