Jack joined the firm in 2019 and serves as a Senior Advisor Associate, assisting multiple advisors with all aspects of the financial planning process. While in school, he served as Captain and President of the Sailing Team and was awarded several Honors for his role in the Intercollegiate Sailing Association.

Previous Experience

  • Associate Financial Consultant at Charles Schwab
  • Client Relationship Specialist at Charles Schwab
  • Financial Representative at Network 1 Securities

Education & Credentials

  • BS, University of Pennsylvania – The Wharton School of Business, Economics
  • Certified Financial Planner
  • Series 7, 63, and 65 Licenses
  • NY/NJ Health Insurance Licenses

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.