Jack joins the Nvest team as a recent graduate from Bentley University where he earned his bachelor’s degree in finance. During his time at Bentley, Jack worked as a student consultant which allowed him to advise on university policies.
Jack serves as a research analyst supporting the Investment department and as an associate advisor-in-training. He provides extensive assistance to the investment department with in-depth market research, analyzing equity, fixed income, and alternatives markets. Jack also assists in the constant monitoring and maintenance of client portfolios as he studies for his CFP® Board exam.
Originally from Massachusetts, Jack enjoys spending his free time golfing with friends or cheering on Boston sports teams with his siblings.