Jack initially joined Bailey & Beatty as a summer intern in 2020, where he gained valuable insights into the wealth management industry as well as the firm's operations and client-centric focus. His contributions as an intern for several years led to a full-time position in 2024, where he continues to play a crucial role supporting the firm’s advisory team with a focus on investment & risk management, portfolio construction, financial planning and performance reporting. Jack is currently pursuing the FINRA SIE, Series 7, and Series 66 licenses to further enhance his knowledge in investment management and client service.
Jack completed his undergraduate studies at Bryant University in Rhode Island, where he earned a B.S. degree in Finance with dual minors in Economics and Communications. Following Bryant, Jack received his Master's in Finance at the University of Maryland, College Park. He was also a member of the D1 golf team at both schools.
Outside of work, Jack enjoys playing golf and basketball, as well as traveling with his parents and two older brothers.