Jack joined The Atlantic Group as a Financial Advisor in August 2020. He is responsible for relationship management and advising on investment strategy and comprehensive wealth planning for clients. In addition to this, Jack performs alternative investment due diligence and helps facilitate the management of these investments on behalf of our clients. In 2023, Jack earned the Chartered Alternative Investment Analyst (CAIA) designation, a global mark of distinction in alternative investments. Jack joined The Atlantic Group after beginning his career at Morgan Stanley.
Jack earned his Bachelors degree from The Catholic University of America as well as a Masters degree in business analysis. While at CUA, he was a member of the varsity soccer team and performed in the school’s Opera and Musical Theatre productions. He is passionate about working with arts organizations and serves as a board member for the Northern Virginia chapter of the Fellowship of Christian Athletes (FCA) in the DMV.