Jack is a senior advisor associate based in the firm’s Reston, VA office. He assumed this position after an internship in wealth management during the summer of 2018. In this role, Jack helps clients achieve financial goals by maintaining effective communication between clients and advisors, providing additional tools and research to advisors as a member of their team, and ensuring that clients’ goals and expectations are achieved.
Residing in Arlington, VA, Jack enjoys following Virginia Tech athletics and golfing. He strives to consistently provide clients with the tools they need to achieve all their financial goals.
- Wealth Management Intern at Bronfman Rothschild
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Series 65 license
- Certified Financial Planner™