Wealth Management Analyst
Call: 203.468.7228 x104
Jack is a Wealth Management Analyst. In his role he supports the CIO and Wealth Advisers with fundamental research and analysis on various asset classes. Along with individual asset analysis, Jack assists in the distribution of the firm’s macro-economic and thematic research.
Prior to GSB Wealth Management, he previously served as a portfolio analyst for CTMA Wealth Management as both an intern and analyst.
He is a graduate of The College of the Holy Cross with a B.A. in Political Science and minor in Philosophy. While at Holy Cross, Jack led the Student Investment Fund as the CEO and CIO in his senior year, played Rugby and mentored a youth, with whom he is still close, in the local community through Big Brothers Big Sisters.
Jack lives in Madison and comes from a family of 6, including 3 older brothers.