John Shields
Net worth: 660 394 $ as of 2026-05-30
Net worth: 660 394 $ as of 2026-05-30
John Shields is currently a Director at Vestmark, Inc., a Director at Cogo Labs, Inc., an Independent Director at EverQuote, Inc., and a Trustee at Domini Investment Trust.
He is also the President of Advisor Guidance, Inc. Mr. Shields has previously held the position of Chief Executive Officer at Citizens Advisers, Inc. from 1998 to 2002.
He was also a Director & Head-Investment Management Consulting at Guidehouse, Inc. (Virginia) from 2014 to 2016, and the MD, Head-Risk & Regulatory Compliance at CFGI LLC from 2016 to 2018.
Mr. Shields received his undergraduate degree from Saint Peter's University.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-06-03 | 34,324 ( 0.11% ) | 660 394 $ | 2026-05-30 |
| Companies | Position | Start |
|---|---|---|
| EVERQUOTE, INC. | Director/Board Member | 2018-04-30 |
Advisor Guidance, Inc.
Advisor Guidance, Inc. Packaged SoftwareTechnology Services Provides investment advisory software solutions | President | 2009-12-31 |
Domini Investment Trust
Domini Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Director/Board Member | 2003-12-31 |
Vestmark, Inc.
Vestmark, Inc. Investment ManagersFinance Provides portfolio management/trading solutions and outsourced services for financial institutions | Director/Board Member | 2015-11-30 |
Cogo Labs, Inc.
Cogo Labs, Inc. Packaged SoftwareTechnology Services Provides search engine marketing and research solutions | Director/Board Member | 2008-04-30 |
| Companies | Position | End |
|---|---|---|
CFGI LLC
CFGI LLC Miscellaneous Commercial ServicesCommercial Services Provides non-audit accounting advisory services | Corporate Officer/Principal | 2018-05-31 |
| NAVIGANT CONSULTING, INC. | Corporate Officer/Principal | 2016-09-30 |
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Citizens' investment management process stems from the belief that good corporate citizenship can enhance company performance. Established on the premise that effective corporate citizens make for the most effective companies, Citizens serves institutional clients and retail investors by investing in companies that they believe are fundamentally strong and socially responsible. Every security in their portfolios is subject to proprietary research that examines fundamental and social factors that the firm believes affect a company's performance over time. Financial analysis is conducted in tandem with a thorough check of each company's management practices and record of corporate responsibility. Citizens' in-house research team examines specific variables seen as potentially contributing positively to investment performance or decreasing investment risk. | Chief Executive Officer | 2001-12-31 |
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| Private companies | 9 |
|---|---|
Guidehouse, Inc. (Virginia)
Guidehouse, Inc. (Virginia) Miscellaneous Commercial ServicesCommercial Services Operates as an AI-led professional firm that provides advisory, technology and managed services to the commercial & government sectors | Commercial Services |
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Citizens' investment management process stems from the belief that good corporate citizenship can enhance company performance. Established on the premise that effective corporate citizens make for the most effective companies, Citizens serves institutional clients and retail investors by investing in companies that they believe are fundamentally strong and socially responsible. Every security in their portfolios is subject to proprietary research that examines fundamental and social factors that the firm believes affect a company's performance over time. Financial analysis is conducted in tandem with a thorough check of each company's management practices and record of corporate responsibility. Citizens' in-house research team examines specific variables seen as potentially contributing positively to investment performance or decreasing investment risk. | Finance |
Vestmark, Inc.
Vestmark, Inc. Investment ManagersFinance Provides portfolio management/trading solutions and outsourced services for financial institutions | Finance |
Cogo Labs, Inc.
Cogo Labs, Inc. Packaged SoftwareTechnology Services Provides search engine marketing and research solutions | Technology Services |
Saint Peter's University
Saint Peter's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EverQuote, Inc.
EverQuote, Inc. Internet Software/ServicesTechnology Services Operates an online marketplace for insurance | Technology Services |
CFGI LLC
CFGI LLC Miscellaneous Commercial ServicesCommercial Services Provides non-audit accounting advisory services | Commercial Services |
Advisor Guidance, Inc.
Advisor Guidance, Inc. Packaged SoftwareTechnology Services Provides investment advisory software solutions | Technology Services |
Domini Investment Trust
Domini Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as an Umbrella Fund | Miscellaneous |
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