Jack is a vice president, relationship director and investment specialist at Avantis Investors®. He is the primary wealth management wholesaler for advisors in all channels in northern New Jersey, New York City South, upstate New York and Vermont.
Before joining Avantis Investors, Jack spent 13 years in a variety of leadership and client-facing roles at Dimensional Fund Advisors (DFA). His work at DFA included developing an RIA sales team, establishing and leading the East Coast RIA team, and helping launch DFA’s East Coast headquarters. His primary focus across these roles was helping (directly and through his teams) RIAs and family offices address their various business needs.
Jack earned a master's in business administration from the Georgetown University McDonough School of Business and a bachelor’s degree in finance from the University of Portland. Jack holds a CFP® designation and Series 7 and 24 licenses.
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