Senior Associate, Partnership Integration & Strategy
Jack serves as liaison between the resources at Beacon Pointe’s headquarters office in Newport Beach, CA and the Beacon Pointe partner offices located around the nation. He is responsible for overseeing on-boarding processes and service and resource integration for new affiliate offices and individuals joining Beacon Pointe Advisors. Jack is also involved in the marketing and recruiting of additional Beacon Pointe partner offices as well as adding professionals and advisors to existing Beacon Pointe offices. Prior to joining Beacon Pointe Advisors, Jack was an Account Services Representative at TD Ameritrade. Jack graduated cum laude from Boston College with a major in History and minors in Irish Studies and Management & Leadership. He is a Founding Father of the Massachusetts Iota chapter of the Sigma Phi Epsilon fraternity and served two terms on the chapter’s Executive Board as Vice President of Recruitment. Outside the office, he enjoys playing golf, guitar, finding new restaurants, and watching sports.
Contact Our Team
Have questions about our services? Fill out the form below.