John Beliveau, CFA, CFP®

Managing Director, Portfolio Manager

Contact John:

Portland Office
One Portland Square, 5th Floor, Union Street
Portland, ME 04101
207-518-6214  |

Years of Experience:



H.M. Payson since 1999
Manchester Capital Management, Vice President
Wells Fargo
State Street Bank and Trust


Maine CFA Society, Financial Planning Association


Saint Anselm College, B.A. 1989
University of Oregon, M.B.A. 1994

Giving back

Trustee, Maine Huts & Trails
Trustee, Portland Community Squash
Trustee, Maine Public Employee Retirement System

Off the clock

Hiking in the Mahoosuc mountain range in Western Maine, fly-fishing on the Rapid River and Nordic skiing with my family

What got you into finance?

Curiosity as a teenager looking at the financial reports in the daily paper and my parents could not sufficiently explain to me how the stock market operates.

What’s your best day of work like?

Working on a diverse set of issues that require problem solving covering portfolio management, financial planning, or client service.

Portland: 207.772.3761
Damariscotta: 207.563.1854
Established 1854
An Integrated Financial Advisor