As an Investment Associate, Jack assists advisors with the investment analysis and management of client accounts, implements necessary modifications to the investment strategy of client portfolios, and supports with trading inquiries.

Jack joined Bartlett in 2026 and has over 3 years of industry experience. He graduated from the University of Wisconsin – Madison with a Bachelor of Science in Finance and Accounting. Jack is also a licensed Certified Public Accountant (CPA) in the state of Illinois.

Outside of the office, Jack enjoys spending time with his friends and family, golfing, visiting the lakefront/beach in the Chicago area, and attending a game or two at Wrigley Field.

History at Bartlett

• Joined Bartlett in 2026

Education

• University of Wisconsin – Madison, Bachelor of Business Administration in Finance and Accounting

Certifications and Designations

• Certified Public Accountant (CPA), State of Illinois