Jack is a Wealth Advisor Associate on the High Net Worth team that caters to clients with $4 million or more in investment assets. He supports Senior Wealth Advisors and Wealth Advisors with comprehensive financial planning and investment management solutions.
Prior to joining the firm, Jack worked at PIMCO where he was a Regional Head in their Austin, TX office, leading a team of associates working directly with Financial Advisors on their use of PIMCO’s investment products and broader resources. Previously, Jack completed an internship with Fidelity Investments in Boston.
Jack earned his Bachelor of Arts in Economics from the College of the Holy Cross.
Jack is a Massachusetts native and currently lives in Belmont, MA with his wife. In his free time, he enjoys spending time with friends and family, playing golf, skiing, and avidly supporting Boston sports teams.