Overview
Jack is a member of the wealth advisory leadership team and is responsible for overseeing our advisor growth and client service activities and for improving the collaborative Private Client Services and Family Office service models spanning our wealth, tax and outsourcing practices. Jack is also a member of the investment committee and the related due diligence and operations subcommittee, which, among other things, oversees the alternative investment,1031 DST and Opportunity Zone platforms of the firm.
Jack continues stay involved in real estate industry activities following his role as the Managing Principal of that industry group and is a resource for investors and sponsors for the Opportunity Zone program. Jack provided assurance services to companies primarily in the real estate, construction and technology sectors for over 25 years, including both privately-held and publicly-held entities.
Jack also previously served on the board of directors for CLA LLP and as the Managing Principal of the Tampa Office, and headed up the firm's efforts to help our clients navigate the Paycheck Protection Program during the pandemic.
Education
University of Florida, Bachelor of Science in Accounting
Certified Public Accountant
In the community
Junior Achievement of Tampa Bay
Think Big for Kids