Jack Lockwood

Jack Lockwood is an Investment Consultant in the SageView Advisory Group Boston, MA office. 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 serves as a member of the SageView Investment Research Committee where he provides national coverage for foreign large cap and index fund products. 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 received a bachelor’s degree in Marketing from Providence College and his MBA from the Boston College Carroll School of Management. He has his FINRA Series 7 and 66 licenses.