Jack is currently an associate at AWM, focused on enhancing client service and expanding his industry knowledge while planning to pursue the CFA or CFP® certification.
Jack is an associate with AWM who is constantly in search of the best ways to service our clients while at the same time growing his knowledge of the industry. In the future, he looks to further his career by completing either the CFA or CFP® program.
Jack lives in Pasadena, California, where he likes to make use of the nice weather and beach nearby. In the summer, he enjoys surfing and golfing. When winter comes around, Jack loves to get up to the mountains whenever possible to ski.
Bachelors of Science Economics Degree from Cal Poly San Luis Obispo