Jack is a soon to be college graduate with multiple years of experience in equity sector analysis. He utilizes this skillset to identify securities that may be undervalued by the market.
In addition to Jack’s interning experience at Trail Ridge Wealth Management, he has served as the Director of Investment Research for the Wildcat Investment Value Fund (WIVF). The WIVF is a student-managed fund that manages around $250 thousand on behalf of Johnson and Wales University’s endowment. In addition to Jack’s role as Director of Investment Research on the fund, he also served as a sector analyst for the energy and consumer cyclical sectors. Jack is currently in his final semester at Johnson and Wales University where he will be graduating with honors and a Bachelor of Science in Finance with a minor in Economics. Furthermore, Jack is very involved in extracurriculars at Johnson and Wales, as he spearheaded a proposal to expand the responsibilities of future students on the WIVF and increase the capital that is allocated to the student managed fund.
Jack loves enjoying Colorado’s many outdoor activities like hiking, rock climbing, whitewater rafting, and mountain biking.
Jack is also a massive sports fan who loves football, hockey and baseball.
Jack is an avid painter who loves to paint mountains and still landscapes in nature.