Jack Lockwood

Jack Lockwood

Investment Consultant

Jack Lockwood serves as an Investment Consultant and member of the SageView Investment Research Committee. His primary focus is providing clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also focuses on planning, implementing, and executing education campaigns for clients.

Prior to joining SageView in 2019, Jack worked as a Regional Advisor Consultant at Invesco US where he worked with financial advisors on asset allocation and portfolio solutions. Jack also previously worked at Eaton Vance in mutual fund operations.

Education, designations, and other credentials:

  • Providence College, BA, Marketing
  • Boston College Carroll School of Management, MBA
  • Series 7 and 65 registered