As a Senior 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.
Prior to joining The Colony Group Jack spent 8 years as a Vice President in Investment Grade Corporate Bond sales and trading at Credit Suisse. Previously, he was a Client Strategist at GenRe-New England Asset Management, responsible for both Portfolio and Relationship Management. Jack also spent time at Wellington Management as a Sr. Trading Assistant.
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 three children. Fun fact – Jack pitched for the Single-A Affiliate of the St. Louis Cardinals.
Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here.
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of...
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....