Jack advises families, entrepreneurs, endowments and foundations to help preserve and grow their wealth.

Prior to joining Sapient, Jack joined the KCP Group at Stifel in 2020 as a Customer Service Associate, assisting advisors in the management of their client base. Before moving to Stifel, Jack served as a Senior Derivatives Trading Specialist at Charles Schwab, where he worked since 2017, serving active trading clients and institutions to execute equity and index options and futures strategies.

Jack graduated from Purdue University with a bachelor’s degree in sales management.