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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.
Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.
Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
First Vice President–Wealth Management
Jack joined Walnut Wealth Management Group in 2013 after working for Morgan Stanley Wealth Management, where he began his career as a Financial Advisor.
Jack is responsible for developing in-depth financial plans and wealth management strategies for individual clients. He is committed to helping clients find creative solutions to complex financial issues.
Jack received a BA in Political Science from Pennsylvania State University and earned the CERTIFIED FINANCIAL PLANNER™ designation after completing an intensive educational program, passing a rigorous examination and meeting stringent experience requirements. Jack adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Jack played varsity baseball at Penn State and the University of Rhode Island. When he is not helping clients implement financial strategies, he enjoys the outdoors, golfing, skiing, traveling and spending time with friends and family.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
