Jack works with high net worth individuals, foundations and endowments to formulate and implement investment solutions designed to build and preserve clients’ wealth. He has significant expertise in the areas of portfolio construction, security analysis, financial planning, alternative investment analysis and risk management.

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Jack was previously an Executive Director and the Investment Team Lead for J.P. Morgan Private Bank in New Orleans.  Prior to joining the J.P. Morgan investment team, Jack was an Investment Consultant for Goldman Sachs in Chicago. He has over 20 years of experience in the financial services industry and is a CFA® Charterholder. Jack earned his MBA in Financial Analysis from DePaul University and his bachelor’s degree from the University of Arizona.