Jack Wiesen is a Senior Investment Analyst for Icon Wealth Partners who specializes in portfolio modeling and monitoring, investment screening, and client communications. Jack brings value to the firm’s clients by developing individualized asset allocations for high net worth clients based on capital requirements, risk tolerance, and investment horizons. Jack assists in building and maintaining financial and valuation models in effort to provide detailed recommendation analysis and presentation materials for clients. Prior to joining Icon Wealth Partners, Jack was a Client Advisory Analyst at Avalon Advisors where he worked closely with the firm’s Client Advisory and Asset Management teams; as well as, working directly with Mr. McGee, Mr. Pavlik, and Ms. McKibbon. In 2018 Jack worked as analyst at Morgan Stanley, within the Houston Private Wealth Management Division.
Jack graduated with a bachelor’s degree in Finance from Baylor University in 2019. While at Baylor he spent a semester as an analyst intern for Philip M. Dorr Investment Fund within the Energy & Utilities sector. Jack is a Houston native and an active member of his church, where he is involved in several outreach programs.