San Diego, California Office
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Delivers solutions to complex investment planning decisions.
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Jack began his career in the financial services industry in 2014 as an intern at Reynders, McVeigh Capital Management. He then went on to join Eaton Vance as a Mutual Fund Services Representative, where he had exposure to investment management operations.
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Jack is a graduate of University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance. Currently, he is enrolled in the Master of Business Administration program with his alma mater, UMass Amherst. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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Jack has a love for traveling, spending his college summers in Brazil, India, and a semester abroad in Alicante, Spain. Jack grew up in the Greater Boston area and moved to San Diego in 2021. As a marathoner, he enjoys running, hiking, and is enthusiastic about his newfound hobby, surfing.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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