JOHN L. SMALL – MANAGING PRINCIPAL
John Small is a Managing Principal and co-owner of Southeastern Advisory Services. John brings to the firm a “plan sponsor” perspective and extensive experience in the formulation of both profit sharing and pension plan investment strategies, implementation of investment manager and master trustee searches,, and investment performance evaluation. In addition, he has had extensive experience in other treasury and tax related functions such as international financing, foreign exchange hedging, cash management, administration of employee benefit plans and ERISA compliance.
John was previously Treasurer of Lanier, a $1 billion corporation, where his responsibilities included the planning and administration of the Corporation’s pension and 401(k) plans. Prior to joining Lanier, John was Director, Benefits and Retirement Plan Finance of Harris Corp., a $2 billion corporation. In that position he was responsible for spearheading the effort to restructure its $400 million profit sharing plan, formulating investment objectives, establishing investment policies and evaluating investment performance. Mr. Small has been with Southeastern since 1990.
John received his undergraduate degree from Kent State University and his law degree from Akron University. He is a member of the Ohio Bar Association and Florida Bar Association and is a CPA (Ohio). He is a CFA® charterholder. He has provided investment consulting services since 1982.
John resides in the Atlanta, GA area.