Jack believes that financial literacy is the cornerstone of personal empowerment. He is dedicated to demystifying financial concepts and providing clear, actionable advice.
Joined Lido: 2020
Homebase: Los Angeles
Professional Focus: Jack focuses on customized wealth planning and portfolio management with due consideration to tax concerns and client support. From a young age, he has been fascinated by how financial systems work and the crucial role they play in shaping lives. This interest led him to pursue a career in financial services, where he could combine his analytical skills with his passion for education and support.
Education: B.S., Business Administration and Marketing, American University
Previous Work Highlights: After college, he was a sales associate for BNY Mellon Wealth Management in Washington, D.C. He was drawn to the holistic wealth management style and client-centric culture at Lido.
Personal Facts: During college, Jack played NCCA Division I basketball at American University. He continues to play basketball, as well as stay active by playing pickleball and enjoying activities with his dog. Jack is passionate about spending time with his family, and he has a keen interest in poker and chess, which he believes adds an exciting, strategic dimension to his hobbies.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
