John Marshall

John is the Founder and President of Crooked Tree Capital Advisors (CTCA). A Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ professional, John brings deep expertise and disciplined leadership to every aspect of the firm’s work. He is a member of both the CFA Institute and the CFA Society of West Michigan, as well as the Financial Planning Association (FPA). At CTCA, John oversees the firm’s strategic direction while guiding financial planning development, portfolio management, and client service initiatives.

Before founding CTCA, John built a successful career in corporate and commercial banking across the Southeast and Midwest, where he held key roles in portfolio management, credit underwriting, and leadership. His background in banking provides a strong foundation for the analytical and client-focused approach he brings to wealth management today.

John earned his bachelor’s degree in History from the University of Michigan and an MBA in Finance from Keller Graduate School of Management. A dedicated member of the Petoskey community, he enjoys volunteering and coaching youth sports. John lives in Petoskey with his wife, Joan, and their two sons.