John P. Middleton, CFA, CAIA

John joined Brighton Financial Planning, Inc. in August 2008 and assumed ownership of the firm in February 2010. At Brighton, he is responsible for discretionary investment management, estate and financial planning and investment advisory services for individuals and small business 401k plans.
Prior to Brighton, John was a Senior Director & Client Portfolio Manager with the Invesco Quantitative Strategies Group at Invesco. He was also a member of the Invesco Leadership Group. While with IQS, he was responsible for over 50 clients worldwide with more than $2.5 billion in assets under management. Within this role, he was responsible for administrative portfolio management duties, portfolio attribution and on-going client service for all IQS strategies in which his clients were invested. These strategies included: U.S. Small Cap Core Equity, U.S. Small Cap Core 130/30, U.S. Small Cap Value Equity, U.S. Large Cap Core Equity, U.S. Large Cap Growth Equity, U.S. Large Cap Value Equity, and alternative investments including Equity Market Neutral, Global Macro and Absolute Return Funds. Additionally, he supported the marketing efforts of the Invesco Sales & Service team which included representing IQS in finals presentations for all IQS strategies, winning more than 20 finals totaling nearly $1 billion in new assets. He wrote several white papers covering such topics as Quantitative vs. Fundamental Enhanced Index Managers, SMID Cap strategies, and Transaction Cost Management. Finally, he was a frequent speaker at conferences, including to the United States Securities and Exchange Commission, on 130/30 and alternative strategies.
Prior to Invesco, John was as an Officer and Senior Vice President at Mutual of America Capital Management. While with MOACM, he was responsible for initiating sales and marketing efforts to the institutional plan sponsor community and pension plan consultants for the MOACM stable of investment strategies including Active Core Fixed Income and active and passive U.S. equity strategies.
Prior to Mutual of America, John held several positions with Raymond James & Associates, Inc. and RJA subsidiaries. These positions included Director of Marketing & Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the RJA Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group. His responsibilities across these positions included marketing tax credit and equipment leasing partnerships to Financial Advisors, marketing to venture capital and professional services firms for investment banking opportunities, screening potential investment banking candidates, marketing mutual funds to Financial Advisors, marketing and client service for a $1 billion small cap manager and managing a small cap growth portfolio.
John graduated from Rutgers University, where he received a B.A. in Political Science in 1988, and from the University of Tampa, where he earned an M.B.A in Finance in 1993. John is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA) and is a member of the CFA Institute, the New York Society of Security Analysts, the CAIA Association and the Financial Planning Association.