As a Director of Client Services, Jack coordinates and manages the wealth and financial affairs of high-net-worth families using a customized and integrated planning and investment process that has fostered long-lasting client relationships.
With a focus in Private Client Services, Jack specializes in investment management, philanthropy, insurance and asset protection, and legacy planning and wealth transfer.
Prior to joining the firm, he held positions at Wells Fargo Bank of the West.
Jack resides in Medfield, MA, and enjoys cooking, wine, CrossFit, and skeet and trapshooting. He is also active in helping to address the homeless problem in the greater Boston area.