Jack has been an “influencer” long before Instagram and TikTok.
Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive, and firms thrive.
Jack is EVP and Chief Growth Officer at LifeYield, a technology company with comprehensive solutions that implement and coordinate tax-efficient investing and tax-smart retirement income planning, including optimizing Social Security benefits.
Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. He contributes to numerous industry boards, publications, and organizations, where he advocates for practices and technology that advances:
- Wider access to financial advice through the convergence of wealth management and workplace benefits.
- Better investor outcomes through comprehensive, household-level financial planning and wealth management.
- Individual retirement security through tax-efficient decumulation planning, Social Security optimization, and annuities.
Jack hosts one of the industry’s most popular podcasts, WealthTech on Deck, attracting over 12,000 listeners and 28,000 downloads. He writes for Advisorpedia, Financial Advisor and InvestmentNews, and is author of the book Authentic and Ethical Persuasion.
Jack is an active volunteer, mentor, and board member, serving as president of the Hale Education board in suburban Boston and as a guest lecturer at Babson College.
