As a Fixed Income Portfolio Manager at The Colony Group, Jack is part of the team responsible for the firm’s fixed income portfolio strategies, both taxable and municipal, as well as the underlying research and analytical process. He monitors and analyzes the markets on a day-to-day basis and trades on behalf of our clients’ fixed income portfolios in an effort to provide stable returns.
Jack spent over eight years on the trading floor where he executed both portfolio construction and management. Previously, he was a Senior Trading Assistant for Wellington Management, assisting the fixed income trading desk with pre- and post-execution processes.
Jack earned a Master of Business Administration in Finance and a Bachelor of Science in Finance from Bentley College.
He enjoys spending time with his wife and two daughters. Fun fact – Jack pitched for the Single-A Affiliate of the St. Louis Cardinals.
Throughout time, many investors considered bonds to be relatively boring. Their contractually obligated interest payments made returns easy to forecast for investors that held to maturity. Then 2022 happened....