Jack is a Business Development Associate at Summitry, supporting the Business Development team by engaging and coordinating with prospective clients and referral partners.
Before joining Summitry, Jack earned a Bachelor’s degree in Finance from Santa Clara University’s Leavey School of Business. Following his graduation, he gained valuable experience working at an RIA in Dallas, primarily supporting their Business Development team. His background in building relationships with high-net-worth individuals and families equips him well to meet clients’ needs at Summitry.
Jack currently resides in San Francisco but is originally from Baltimore, Maryland. In his free time, he enjoys skiing in Tahoe, hiking through the Santa Cruz Mountains, and all things Baltimore Ravens.