Jack is a Portfolio Analyst at the firm and supports the Senior Investment Advisors in all aspects of portfolio management, working toward the long-term investment goals of each client. Specifically, he is involved with maintaining appropriate portfolio allocations, monitoring cash positions, and assisting with client inquiries.
Originally from South Florida, Jack graduated with a degree in finance from Boston University. Prior to joining Ballentine Partners, Jack worked as an investment and operations analyst at FFT Wealth Management, as well as a research role in Sydney, Australia. Outside of work, he enjoys skiing in the winter and spending time on the water in the summer. He enjoys exploring the world through travel.