Jack is an Analyst at Robertson Stephens working with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Jack Gilligan, CFA, Kelly Woodward, and Michael Ridgeway. He is a part of the Sun Valley, Idaho-based team serving the wealth management needs of individuals and families in the Northwest and throughout the country. Jack works on the portfolio management team, where he assists in asset allocation, reporting, and portfolio analysis. He looks at portfolio management holistically to make sure that client portfolios match their individual needs and life goals.
Jack graduated magna cum laude from San Diego State University with a BS in Business Administration, Financial Services and a certificate in Personal Financial Planning. He is a CFP® Candidate who successfully passed the CFP® exam in November 2024. When Jack isn’t working, he enjoys spending time snowboarding, hiking, or rock climbing.