John Jeffries — Managing Director
John is a co-founder and Managing Director of M3 Advisory Group. He brings extensive experience in the financial services industry covering the investing, planning, insurance and retirement spectrum. John has over twenty years of experience in the design, implementation, and execution of valuation models for public and private ownership of corporations and partnerships.
Prior to M3AG John was a co-founder of M3 Equity Advisors and a partner with Hancock Partners, LLP. He is a co-founder, and Director of the following companies and organizations: U.S. Seafood Corp, Plymouth Street Partners, Selective Technology Sales, and the Wellesley Community Center. He served two terms as a Member of the Finance and Budget Committee in the Town of Wellesley, Massachusetts and Is currently Co President of the Dover Sherborn Education Fund.
John received his degree in Economics and Political Science from the University of Massachusetts Amherst; he acquired the Chartered Life Underwriter designation from The American College in Bryn Mawr, Pennsylvania, and obtained his M.B.A. from the Carroll School of Management at Boston College.
Patrick R. Davis, CLU, ChFC — Principal, Director of Business Development
Patrick is a certified Chartered Financial Consultant, a proven senior business development & marketing executive with over 30 years of experience. A trusted advisor of numerous business owners and high net worth clients on wealth management, insurance, retirement planning and strategies for generational wealth transfer.
Patrick was recruited out of Syracuse University to join the John Hancock marketing management executive sales training program and spent the next 20 years with John Hancock. Patrick co-founded M3 Capital Advisors in 2002 to serve the unique needs of the private equity community and their portfolio companies. Business development, relationship management, client management and driving revenue growth extension among existing and new client bases.
Patrick is a well established strategic ‘connector’ for profit and non-profit board development and fundraising to move toward sustainability.
Patrick is a passionate advocate for at-risk youth and serves as board member of the Waltham Boys & Girls Club, the BASE a Roxbury, MA based non-profit using baseball to transform lives of urban youth.
Patrick received a BS in Marketing from Syracuse University and CLU & ChFC designations from The American College, Bryn Mawr, PA.
Justin Riley — Client Services Manager
Justin joined M3 Advisory Group LLC, as a Client Service Manager in August 2015. In his role, Justin is responsible for handling clients’ day-to-day cash needs, implementing changes to their asset allocations to meet their investment-related goals, and assisting in developing financial planning concepts.
Justin also performs the monthly billing process and is in charge of maintaining M3 compliance requirements. Justin’s responsibility is to act as a liaison to clients, ensuring the smooth and timely coordination of the many unique and varied services provided to M3’s clients.
Prior to joining M3, Justin was a Communications intern at the Massachusetts Life Sciences Center as well as Ecologic Development Fund. Justin has also attended The University of Richmond in London, where he enriched his understanding of different cultures by studying abroad. His background in Communications and experience in Public Relations perfectly groomed him for a good fit at M3. Justin received his Bachelor’s degree in Communication, concentrating in Public Relations from Lasell College in 2015.