Senior Managing Director
Jack is executive vice president and senior managing director for Abbot Downing. In this role, he is responsible for the Abbot Downing client experience, regional management, business development, the Legacy and Wealth Planning service offering, and the Institute for Family Culture.
Jack has more than 25 years of experience and a long history as an executive in the banking industry, both in corporate lending and wealth management. He joined Calibre, a predecessor firm of Abbot Downing, in 2008 as the regional managing director in the Philadelphia office. Prior to this role, Jack worked as the city executive for U.S. Trust in Philadelphia and South Jersey and was responsible for client services, business strategy, and financial results. Prior to U.S. Trust, he worked at Wachovia Bank in Bryn Mawr, Pennsylvania, serving as a partner on the wealth management team. Jack earned a bachelor’s degree in finance from Saint Joseph's University in Philadelphia.
Jack serves as an executive advisor to the Wells Fargo Women's Team Member Network and is a member of the Wealth and Investment Management Diversity and Inclusion Council. He also serves as a vice chairman of the Board of Directors for the Zoological Society of Philadelphia.
Jack and his wife, Katie, and their two children live in Valley Forge, Pennsylvania.