Jack is a vice president of institutional sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly owned subsidiary of Raymond James Investment Management. Jack joined Chartwell in 2022. Previously, Jack was a vice president of Taft-Hartley Services with Chartwell’s Marketing and Client Service team. Prior to joining Chartwell, he was a senior consultant for NEPC. Jack also worked at Wells Fargo Bank as a portfolio manager and as a financial advisor.
Education:
- B.A. in economics from University of North Carolina – Chapel Hill
- CFA® charterholder and member of the CFA® Institute and the CFA® Society of Nevada
- Holds the CAIA® designation