Associate Wealth Advisor
Jack is an Associate Wealth Advisor in Beacon Pointe’s Scottsdale office, and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure that clients receive a customized wealth management experience. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group where his responsibilities included portfolio performance reporting, asset allocation modeling and trading. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the varsity tennis team. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Outside of the office, he enjoys golfing, playing tennis, and traveling.