Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Jack Brooks began working in the financial services industry prior to graduating from college. He proactively sought various internships during his academic journey to gain practical experience. He completed two internships at Anders CPAs + Advisors in 2021 and 2022 and managed to fit in an intense four-week internship with CWCJ over winter break prior to graduation. Jack graduated with honors from Boston College and holds a bachelor’s degree in finance.
As a Client Service Manager, Jack works in tandem with advisors to support existing client relationships and develop new client relationships through creating and implementing financial plans.
According to Jack, what won him over to CWCJ at Moneta was the firm’s reputation for a supportive and dynamic work environment, where every team member is committed to assisting clients in achieving their financial aspirations.
Residing in Creve Coeur, Jack balances his professional pursuits with his personal interests. When not at work, he indulges in various hobbies that keep his mind sharp. As an avid chess player, he enjoys the game’s strategic challenges, sharpening his analytical thinking outside the office. Furthermore, Jack is an ardent supporter of the Cardinals and takes delight in attending their games whenever possible. Adding a touch of competitive excitement to his leisure time, he enjoys playing basketball with his friends.
EDUCATION
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...