Jack works with Taft-Hartley clients to develop investment policy statements and asset allocation studies, conduct manager searches, and assist with performance measurement and various research projects. Prior to joining NEPC in 2012, Jack was an Investment Manager at Wells Fargo Bank. At Wells Fargo, Jack advised high net worth clients on the structure and implementation of their investment portfolios. He was also a member of the Alternative Assets Committee.
Jack earned his B.A. in Economics from the University of North Carolina at Chapel Hill. He holds both the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.