Founding Partner & Portfolio Manager
BA, Bowdoin College, American History
As a Founding Partner and Portfolio Manager at Great Diamond Partners team, Jack plays an active role with individuals and families, helping them craft plans to reach their financial goals, while also contributing to the firm’s overall vision and strategy. As a Portfolio Manager, Jack works on the investment team to develop and manage client portfolios. Jack sees his role both as a trusted confidante and an advocate for his clients as they navigate some of the biggest moments of their lives. Jack’s philosophy of working with clients is one centered around a foundation of trust and keen listening. Jack wants his clients to feel that they can approach him with any issue and that he will be there to help and advise them.
A lifelong resident of Maine, Jack attended Falmouth High School and Bowdoin College. Jack remembers that he always had an interest in capital markets but didn’t think about a career in wealth management until he had the opportunity to work as an intern with his current partners, Steve and Joe. Jack learned by example from watching Joe, Steve, and other talented mentors as they interacted with their clients with genuine care and understanding.
After graduating from college, Jack worked at Bainco International Investors in Boston, working his way up through a variety of positions including portfolio strategist. He then worked as a financial advisor at UBS Wealth Management alongside Steve, Joe, and Helen.
Jack wanted to create something new from scratch that represented his values and those of the other members of the GDP leadership team – a strong commitment to clients and the community, as well as a client-centered approach to financial planning. He combines his excellent listening skills with his extensive experience to make clients feel heard and cared for.
Jack lives in Falmouth with his wife, Becky, and daughter, Beatrice.
Jack serves as a committee member for the Barbara Bush Children’s Hospital Open Golf Tournament, one of the largest fundraising events for Maine’s only full-service children’s hospital. He has also served as a class agent for the class of 2005 at Bowdoin College.