Jack is an experienced executive with a history of success serving both institutional and private wealth management clients across multiple geographies and industries.

Having worked in the financial services industry since 2010, Jack has developed considerable skills in portfolio construction, equity and manager research, financial and estate planning, derivatives and trading and global capital markets consulting.

He has previously served at Morgan Stanley and Russell Investments, and most recently held the position of Vice President on the Investment Strategy and Consulting Team at JP Morgan Wealth Management.

Jack has provided fiduciary services to high-net-worth and ultra-high-networth families and has worked with Fortune 500 institutional relationships that included defined benefit and defined contribution plans, endowments and foundations. He is well versed in Mutual and Exchange Traded Funds, equity and fixed income SMA’s, managed accounts, alternatives and annuities. He has broad-based experience building retirement and tax aware non-qualified portfolios.

Jack will support the development of our presence in the Dallas Fort Worth area as a dedicated Partner Programs Financial Advisor. He will also serve as a national advisor partner for the Strategic Referral Partnership team.