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Jack has 30+ years’ experience as a portfolio manager and investment analyst. He is a Chartered Financial Analyst® (CFA) accredited by CFA Institute, was educated as an economist, and early in his career worked for several of the leading investment management firms in the Rochester area.
Before founding Two Point Capital Management®, Jack worked for a number of years as a consultant to public and private companies, gaining invaluable knowledge about the considerations companies weigh as they present themselves to investors.
Jack served two years as President of the Rochester Society of Security Analysts (now CFA Society of Rochester), and an additional eight years as a board member. He has also served as a board member of the World Affairs Council of Rochester. He is a member of CFA Institute (formerly Association for Investment Management Research or AIMR) and currently serves on the board of the Rochester Philharmonic Orchestra.
Jack has managed funds solely under the Two Point Value+Quality™ discipline since 1999.
