As Chief Investment Officer, Jack is the leader of Cresset’s investment strategy and provides investment policy and philosophy guidelines to the firm’s advisor teams and clients. Jack joined the organization in 2018 and has three decades of experience in money management. Jack was formerly the Chief Investment Officer with BMO Harris Bank.
Jack is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. Jack served as a Professor of Finance at Boston University, Graduate School of Management. He spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida. Jack was named one of the top 100 Wealth Advisors in North America by CityWealth Magazine in 2006, 2010-2018*.
Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago.