Founding Principal
Jack is a Portfolio Manager and serves as a member of the Investment Committee.
Previously, Jack was a Managing Director of the OFFIT Investment Group (formerly OFFITBANK). He was with OFFITBANK from 1988 with responsibilities in tax sensitive fixed income portfolio management.
Prior to joining OFFITBANK, Jack was a Partner at Langdon P. Cook & Company, a firm specializing in municipal securities, from 1978 to 1988.
Between 1970 and 1978, he was with Pittsburgh National Bank where he was responsible for the bank’s municipal and treasury portfolios and their investment advisory services.
Jack received his BS from Pennsylvania State University in 1969 and is a CFA charterholder and a CFP.