As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented to help accumulate, protect and transfer wealth..
He is a second-generation financial advisor with over twenty-five years of experience consulting to executives, small business owners and providing wealth management services to high net worth individuals. He is a graduate of Babson College with a Bachelor of Science degree in Business Administration, he is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered Life Underwriter (CLU) professional designation. He is a registered representative with LPL Financial, and is one of the LPL Registered Principals with Bay Financial Associates, LLC.
Jack and his wife Kate live in North Attleboro, MA with their two children, Tess and John. When their daughter was young, Jack and his wife, along with three other families, founded a girl’s select soccer club that trained and supported hundreds of girls in the North Attleboro area. In his spare time, Jack serves on the boards of non-profit organizations, helps organize an annual charity golf tournament and enjoys spending time with his family.