Our Team

Jack enjoys seeing things from other’s perspectives.

A life-long learner, Jack is currently pursuing a doctorate of business at George Fox University. He has over 25 years of investment experience working with individual clients and institutional investors.  He started his career in larger banking organizations primarily in analyst or portfolio management roles. He later co-founded an independent, registered investment advisor firm in 2012 which sub-advised private partnerships and mutual funds for institutional investors, high net worth and ultra-high net worth clients of well-known banking and investment institutions. He has also served on the leadership team for several of these organizations.

Jack enjoys working with clients helping them navigate the financial markets using an evidenced based approach backed by research and a deep understanding of their financial plan. 

When not working with clients as part of a great team at Austin Asset, Jack enjoys reading a combination of fiction/non-fiction, spending time with his wife Lisa and son Liam, catching up with friends, and learning more about soccer.