Jack began his investment career in 2000 as a Financial Analyst at Goldman Sachs & Co. His areas of expertise include investment management, comprehensive wealth management, financial planning, and estate planning. Prior to joining Mercer Advisors, Jack worked at ClearRock Capital for twelve years in various roles, lastly as Director of Research. Outside of the office, Jack enjoys spending time in the beautiful mountains of Idaho with his wife and two children. He graduated from Colgate University with a Bachelor of Arts degree in Economics. Jack is a CFA Charterholder and is a member of the CFA Institute.