Jack joined Waldron in 2019 as an intern, and is now a member of the Planning Team. As a member of the Planning Team, Jack works on a multitude of planning oriented tasks where he builds specialized skills related to trust and estate planning coupled with business sale transactions. Prior to joining Waldron, Jack developed himself professionally by interning with MassMutual Pittsburgh and PNC Bank.
While studying at Duquesne University, Jack served as the President of the Financial Management Association, Senior Vice President of Delta Sigma Pi and an analyst with the Student Managed Investment Fund.
Education & Certifications
B.S.B.A with a dual concentration in Finance and Accounting, Duquesne University
Certificate in Financial Planning, University of Georgia, Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Professional
Security Industry Essentials Exam Certificate
Featured in The News
Mar, 2020 | Blog
We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy. It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008. The plumbing in the financial markets continues to be fully functioning […]
May, 2018 | Recent News
Nov, 2017 | Recent News