Jack joined Perennial in October 2025, where he supports the advisory team by conducting research that strengthens their wealth management strategies.
Jack graduated this past spring from Indiana University’s Kelley School of Business with a degree in Finance. His coursework provided a strong foundation in risk measurement and capital preservation- skills he eager to apply in assisting our advisors navigating evolving market conditions.
Originally from Evanston, IL, he has been drawn to finance from an early age because he believes thoughtful financial planning provides life’s two greatest luxuries: time and financial confidence.
Outside of work, he enjoys spending time with family and friends. His hobbies include running, reading, and golfing.