As a Client Service Manager at Moneta, Jack works closely with advisors to deliver an exceptional client experience. He helps maintain and deepen client relationships by assisting in the development and execution of comprehensive financial plans tailored to each client’s goals. Jack is known for his proactive approach, attention to detail, and commitment to supporting clients as they navigate complex financial decisions.

Jack was drawn to Moneta for its reputation as a collaborative and client-focused environment, where every team member is dedicated to helping clients achieve financial clarity and confidence.

Outside the office, Jack lives in Creve Coeur and enjoys activities that keep him sharp and energized. He’s an avid chess player, a loyal Cardinals fan, and enjoys playing basketball with friends — all of which reflect his love of strategy, competition, and teamwork.

EDUCATION

• B.S., Finance – Boston College