John Millet, CPA

John has been a trusted business partner to Steve Bouchey for more than 15 years, previously serving as President of Bouchey & Clarke Benefits, a firm specializing in employee benefits and insurance solutions, until its successful sale on December 31, 2021. Following the sale, John joined Bouchey Financial Group as Chief Operating Officer, Chief Financial Officer, and Vice President.

In his current leadership roles, John is responsible for overseeing the firm’s day-to-day operations, long-term financial planning, and execution of strategic initiatives. As COO, he ensures operational efficiency across departments, optimizes internal processes, and manages key business functions to support the firm’s growth and client service excellence. As CFO, John provides financial oversight, including budgeting, forecasting, financial reporting, and regulatory compliance, playing a critical role in sustaining the financial health of the organization.

With over 30 years of experience in the financial sector, John has held senior leadership positions in insurance, banking, and consulting. In addition to his executive responsibilities, John serves as a Wealth Advisor, working closely with clients to help them manage and preserve their wealth, with a special focus on business owners navigating complex financial planning and succession needs.

John is a graduate of Rensselaer Polytechnic Institute (Class of ’87) in Troy, New York, where he earned a Bachelor of Science in Management with concentrations in management systems and accounting. He is also a Certified Public Accountant (CPA).

Earlier in his career, John served as President of Berkshire Insurance Group, Inc., a wholly owned subsidiary of Berkshire Bank. He began his professional journey at Urbach, Kahn & Werlin PC, CPAs in Albany, New York, where he rose to the position of audit and accounting manager. He then joined Jackson Consulting in Jersey City, New Jersey, as a litigation consulting manager.

John is actively involved in the community and has held several leadership positions in regional organizations. He recently served as Chair of the Rensselaer Chamber of Commerce Board of Directors and has also served on the boards of the Adirondack Chamber of Commerce and the Troy YMCA.