Vice President–Wealth Management
Vice President–Wealth Management
Managing Director–Wealth Management
Credentials
Managing Director–Wealth Management
Credentials
Wealth Strategy Associate
Jack is the assistant to Senior Portfolio Manager, Matt Cronin, and Senior Wealth Strategy Associate, Dan Monahan. His first priority is to assist clients with any of their day to day requests; such as trades, distributions, account updates, and scheduling. Jack aims to provide the highest level of service you come to expect from UBS.
Jack started his professional career in finance after graduating from the University of Wisconsin-Whitewater in December of 2016, receiving a degree in Finance. Jack is a registered client service associate, eager to help clients in any capacity.
When not in the office, Jack can be found on the rugby pitch, playing for a local men's team Metropolis rugby club. If Jack is not playing rugby, he can be found coaching the Edina Hornets High School Team.
Education
Wealth Strategy Associate
Jack is the assistant to Senior Portfolio Manager, Matt Cronin, and Senior Wealth Strategy Associate, Dan Monahan. His first priority is to assist clients with any of their day to day requests; such as trades, distributions, account updates, and scheduling. Jack aims to provide the highest level of service you come to expect from UBS.
Jack started his professional career in finance after graduating from the University of Wisconsin-Whitewater in December of 2016, receiving a degree in Finance. Jack is a registered client service associate, eager to help clients in any capacity.
When not in the office, Jack can be found on the rugby pitch, playing for a local men's team Metropolis rugby club. If Jack is not playing rugby, he can be found coaching the Edina Hornets High School Team.
Education
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
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