Jack plays a key role in helping our office to run efficiently and manages a variety of operational duties, including executing trades and handling client service requests. With a high attention to detail and extensive industry knowledge, he helps to ensure clients have an exceptional experience while working with us.
Before joining our team, Jack worked at Morgan Stanley, Goldman Sachs, Bear Stearns and Donaldson, Lufkin & Jenrette. He earned a bachelor’s degree in communications from Bridgewater State College.
Originally from Newton, Massachusetts, Jack lives in Beacon Hill and has two children, Taylor and Devon.