Jack began his career in the financial services industry in 2014 as an intern at Reynders, McVeigh Capital Management, where he learned from analysts, researchers, and portfolio managers on how to implement socially responsible and ESG oriented investment strategies tailored to clients’ individual needs and values. After graduating from the University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance, he went on to join Eaton Vance as a Mutual Fund Services Representative, where he had exposure to investment management operations. Jack then took interest in Eaton Vance’s distribution team and wholesaled products and services to financial advisors as an Internal Consultant, delivering solutions to complex investment planning decisions. Currently, he is enrolled in the Master of Business Administration program with his alma mater, UMass Amherst. Jack also 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.
University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance