Jack is a Wealth Advisor for Icon Wealth Partners and focuses on managing the complex financial needs of high-net-worth individuals and their families.
He specializes in portfolio modeling and monitoring, custom asset allocations, and financial and valuation models.
Prior to joining Icon, Jack was a Client Advisory Analyst at Avalon Advisors and interned as an 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 for the Philip M. Dorr Investment Fund within the Energy & Utilities sector.
A Houston native, Jack is an active member of his church and is involved in several outreach programs. He is a member of the Livestock committee for the Houston Livestock Show and Rodeo and is involved in the SpringSpirit Young Professionals program.
