Jack joined Capstone Headwaters in 2019 and currently serves as an Associate on the Business Development Team. His primary responsibility is to build long-term relationships with business owners and provide them with ongoing insights into industry valuations, acquisition activity, and M&A trends. Jack is a Certified Exit Planning Advisor (CEPA) designated by the Exit Planning Institute.
Prior to joining Capstone, Jack worked at a publicly-traded investment management firm, SEI Investments, as an internal consultant to independent financial advisors.
Jack also serves on the New England Board for Minding Your Mind, an organization focused on promoting mental health awareness.
Clemson University – BS - Finance