Jack is a Senior Equity Analyst and Portfolio Manager of Explore Strategies at Summitry. He holds dual roles on the investment team – As a Senior Equity Analyst, he contributes to new idea generation and maintenance research of existing holdings within the core Summitry equities portfolio. As a Portfolio Manager of Explore Strategies, he oversees Summitry’s asset allocation models, as well as investments in external managers in traditional and alternative asset classes. His research philosophy centers on quality and intrinsic value, with experience across sectors, geographies, and asset classes. Jack is a CFA® charterholder.
Prior to joining Summitry, Jack received his MBA from The University of Chicago Booth School of Business and his BA/BS dual degree in Economics and Operations Research & Industrial Engineering from Cornell University. He has worked in investment management since 2012, starting in management consulting at Oliver Wyman and Dean & Company and later gaining experience on the investment teams at Bessemer Trust and FLAG Capital.
Jack currently resides in San Mateo with his wife and dog. In his free time, he enjoys all things sports, exercise, and exploring the world.
