As COO, Jack oversees the Operations, Compliance, and Sales & Marketing divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 10 years in the financial services industry, Jack draws from a wide range of experiences in his role as COO for GeoWealth.
Prior to joining GeoWealth in 2013, Jack began his career in the back office of a Midwest-based Registered Investment Advisor, where he ultimately served as Director of Operations. In this role, he oversaw all trading, reconciliation, billing, and reporting. Jack graduated from the University of Kansas School of Business with a B.S.B. in Finance.
Based in the Kansas City area, Jack stays busy trying to keep up with his wife and three daughters. Whenever he gets the chance, he loves spending time in the great outdoors.LinkedIn