John D. McClellan, Jr.

Principal, Private Client Group,
U.S. Boston Capital Corporation

John enjoys applying the lessons he learned from over thirty years of experience in corporate leadership, private equity and strategy consulting to the personal circumstances of U.S. Boston Capital Corporation’s wealth management clients. John works with his clients to develop and articulate a deep understanding of the clients’ current needs and future aspirations, and helps them evaluate alternative paths to help pursue these goals.  John also helps clients assess opportunities and challenges that are outside of the traditional parameters of wealth management – whether it be related to the clients’ personal business enterprises, a special family situation, or outside investment and executive opportunities.

In addition to working with clients, John provides active strategic and operational guidance to companies for U.S. Boston Capital Corporation’s affiliated investment adviser, Pear Tree Partners, LP’s portfolio, with the goal of improving returns.

John’s previous positions include CEO of Palladium, Inc., Managing Director at Thomas H. Lee Partners, CEO of Sprague Energy Corp., and President of EPIK Communications, which he founded.  He started his professional career at Monitor Group (now Monitor Deloitte), where he rose to the Board of Directors and served as CEO of its software division, Decision Architects.

John received an M.B.A. with high honors from Harvard Business School, where he was elected a George Baker Scholar, and a B.A. in Political Economy, cum laude, from Williams College, where he was elected to the Phi Beta Kappa academic honor society.  John holds Series 7, 66 and 79 (investment banking) licenses and has passed the Level II examination of the CFA Program, and is a candidate for the Level III examination.

Outside of the office, John lives in Concord, Massachusetts with his wife and five children. In addition to serving on several corporate boards, John is active in a number of non-profit organizations. As the son of a teacher, John is particularly passionate about education.  He is a Founding Board Member of Nashoba Learning Group, Inc., a school for individuals with autism that is led by his wife, Liz Martineau.  He is currently Chair of the Board of Visitors of Nashoba Brooks School, a private elementary and middle school, and was previously President of its Board of Trustees. 

John is an avid endurance athlete, enjoying long bike rides (up to 1200 kilometers) and long runs (up to 100 miles), competing in masters swimming, and training and racing with a world record-setting legally blind triathlete.  After his training, John enjoys comparing the offerings from various microbreweries and wineries.  John also takes pride in his cooking skills and makes a particularly good cassoulet.