Primary Job Title President & Chief Operating Officer Primary Organization GeoWealth
Location Kansas City, Missouri, United States Regions Midwestern US Gender Male
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As COO, Jack oversees the Operations, Compliance, and Sales & Marketing divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 10 years in the financial services industry, Jack draws from a wide range
of experiences in his role as COO for GeoWealth.
Prior to joining GeoWealth in 2013, Jack began his career in the back office of a Midwest-based Registered Investment Advisor, where he ultimately served as Director of Operations. In this role, he oversaw all trading, reconciliation, billing, and reporting. Jack graduated from the University of Kansas School of Business with a B.S.B. in Finance.
