After graduating with a B.A from the University of Maryland In 1989, Jack began his career as a bank Trust Officer In Washington DC in 1990. His over 30 years of industry experience working with qualified retirement plans includes positions with; Bank Trust Departments In large National Banks, an Investment Advisory Firm as a registered representative and benefits Consulting firms.
As Managing Director and Chief Investment Counsel at SageView Advisory Group, Jack serves our clients through his ongoing contribution to many of the investment oversight committees and working groups at SageView. Jack is either currently serving on or has served in the past on the SageView Investment Committee as a voting board member or member at large, the SageView 3(38) Committee, the SageView Research Team and the SageView Asset Allocation Committee.
Jack serves our SageView clients directly by sharing SageView's 3(21) and 3(38) oversight process with plan committees, for the benefit of plan participants. He runs investment committee meetings for SageView with a high level of energy supporting SageView’s work with various 401(K), 403(b), non-qualified plans and pension plans. Further, Jack applies the SageView oversight process in the construction of Advisor Managed Account solutions to include the review of dynamic QDIA opportunities for the benefit of plan participants.
Jack is a Registered Investment Advisor (RIA) holding a series 65 license and other securities licenses and is an Accredited Investment Fiduciary (AIF). Jack has completed the Yale CIMA online program,
Investment Management Theory & Practice, and Is actively pursuing further professional education opportunities.