Meet John

John West co-founded Flatrock Wealth Partners in 2022.  He brings over twenty-five years of investment and management experience to the firm.  John is a member of the Flatrock Management and Investment Committees and is involved in all aspects of the firm’s operations, investment management functions and client experience.

Previously, John spent fifteen years at Research Affiliates, a global asset manager known for its work in asset allocation and equity indexing.  John led virtually all aspects of client facing and product management functions driving growth in assets under management from $15 billion to a peak of $205 billion.  A senior executive of the firm, John served on the RA’s Management Committee, Investment Committee and Board of Directors.

A recognized thought leader, John’s original research and publications have been cited in Barron’s, Financial Times, Wall Street Journal, The Economist, Institutional Investor, InvestmentNews and Advisor Perspectives.  He also co-authored Fundamental Index: A Better Way to Invest (Wiley 2008) an honorable mention award winner at the American Publishers Awards for Professional and Scholarly Excellence (The PROSE Awards).

Prior to Research Affiliates, John spent ten years at Wurts & Associates (now Verus), a national institutional investment consulting firm.  At Wurts, he managed the firm’s overall research effort and served as lead advisor to over $1.7 billion in client assets.

Mr. West graduated from the University of Arizona with a bachelor’s degree in Finance and is currently Chair of the University of Arizona Foundation’s Investment Committee.  In the winter months, he lives, breathes and (come March) dies with his beloved alma mater’s basketball team.

Outside the office, John enjoys time with his wife and two children in the mountains of Utah, traveling through Europe and as much time as possible on the Pacific Ocean.