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Jack is an Associate based remotely in Charlotte, North Carolina. He supports the COO with strategic projects and analyses across the Shared Services organization.

Prior to joining Cerity Partners, Jack began his career working for Vanguard where he earned his Series 7 and Series 63 licenses. He then joined LPL Financial, where he served as a Senior Financial Analyst in Corporate FP&A and Investor Relations. At LPL, he focused on detailed macro and financial statement analysis, as well as played a key role in pioneering the company’s financial analyst rotational program for recent college graduates.

Jack received his Bachelor of Science from the University of South Carolina where he double majored in Finance and International Business, and minored in French. He is a CFA Level III candidate.

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