Financial Planning Intern
In his role as a Financial Planning Intern, Jack works with the investment team to help review and maintain the investment models for Avaii. He also works in a support capacity, immersing himself in the intricate processes and procedures that define an independent financial planning team.
Jack is currently attending the University of Wisconsin-Oshkosh, where he is pursuing a Bachelor of Business Administration (BBA) degree with a focus in Finance. During his time at UW-Oshkosh, Jack has distinguished himself as a Portfolio Manager for the Student Managed Endowment Fund (SMEF). His leadership skills were further showcased as the President of the Finance Club. Jack also participated in the CFA Institute Research Challenge, demonstrating his dedication to practical, hands-on learning.
When Jack isn't immersed in financial planning, you'll find him engaging in a variety of activities. He values quality time with friends and family, enjoys staying active through running and golfing, has a passion for exploring new destinations, finds solace in reading, and cherishes moments spent outdoors.