2024 UAPCS Charter School Conference

John Koene

Managing Director

Fairfield, CT
Red Bank, NJ
(732) 590-0533  direct line

  • Financial Professional and Branch Manager holding series 7, 24, 63 licenses

“When life gives you lemons, make lemonade.”

John joins HJ Sims as Managing Director, leading an esteemed team of private client financial professionals for the northeast complex, including the Fairfield, CT and Red Bank, New Jersey offices. A highly respected leader, John attributes his leadership skills to his diverse past experiences as a business owner and entrepreneur. John attended University of North Carolina, Greensboro, seeking a degree in business. Following a life-altering medical accident, John instead pursued a series of independent business ventures. At age 22, John opened his own fresh-squeezed lemonade store on the boardwalk in Ocean City, Maryland, kick starting his involvement as a small business owner in the restaurant, jewelry (and even Christmas tree farm) industry.

John has more than a decade of experience in the financial industry holding roles as Assistant Manager and Senior Vice President/Branch Manager. Prior to his financial industry career, John worked in the retail and wholesale mortgage industries, serving in various sales and executive managerial positions, including Regional Sales Manager.

John meets each challenge, finding the positive, in order to create opportunity for his clients. You can take it from John—he literally took lemons and made a lemonade business!

John lives with his wife, Pam, in Brielle, NJ, along with their three daughters, Autumn, Hope, and Isabelle.

The 21st Annual HJ Sims Late Winter Conference

Financing Methods & Operating Strategies in the Senior Living Industry for Non-Profit and Proprietary Senior Living Providers

Our 21st Annual HJ Sims Late Winter Conference examined trends and developments critical to the success of senior living communities. An extensive and thoughtful agenda was compiled to address financing methods and operating strategies that can help alleviate existing challenges and encourage continued growth in the non-profit and proprietary sectors of our industry. Throughout the conference, we delivered a dynamic group of speakers and experts committed to sharing thought-provoking views and providing profound insight.

Help us make the next Late Winter Conference even more successful by completing our feedback survey. We very much appreciate your input.

Please note that you must complete the survey to receive your educational credits certificate. If you did not receive our survey, please contact Catherine Vancho at [email protected]

Photos

View the many beautiful photos from our conference in the galleries below. Click on each album to see all of the photos from the event.

Conference Details

Save the Date

The 22nd Annual HJ Sims Annual Conference will be held February 25th-27th at the Worthington Renaissance in Fort Worth, Texas. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Cheryl Laing.