LOYAL. DILIGIENT. HARDWORKING. PROBLEM SOLVER. FRIENDLY. GOLFER.

Jack serves as an Associate Client Services team member at Coastal Bridge Advisors, where he supports clients through proactive service, thoughtful communication, and ongoing relationship management. He works closely with clients and advisors to help ensure a seamless experience while delivering the personalized attention and high level of service that define the firm.

Jack earned his bachelor's degree in Finance and Management from the University of New Hampshire's Peter T. Paul College of Business and Economics. Prior to joining Coastal Bridge Advisors, he gained experience as a Client Service Intern with RISE Private Wealth Management and later worked on the Portfolio Administration team at Loomis Sayles in Boston.

Outside of work, Jack enjoys skiing, golfing, and spending time with family and friends.