$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager