Jack has been an “influencer” long before Instagram and TikTok. Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more ...more

Jack has been an “influencer” long before Instagram and TikTok. Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive and effective, and firms thrive. Jack is EVP and Chief Growth Officer at LifeYield, a technology company with comprehensive solutions that coordinate and optimize tax-efficient investing and tax-smart retirement income planning, including maximizing Social Security benefits. Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. He contributes to numerous industry boards, publications, and organizations, where he advocates for practices and technology that advances: •Wider access to financial advice through the convergence of wealth management and workplace benefits. •Better investor outcomes through multi-account, household-level financial planning and wealth management. •Individual retirement security through tax-efficient decumulation planning, Social Security optimization, and annuities. Jack hosts one of the industry’s most popular B2B podcasts, WealthTech on Deck, attracting over 18,000 listeners and 40,000 downloads. He writes for Financial Advisor, Investment News, and Advisorpedia. And is the author of the book Authentic and Ethical Persuasion. Jack is an active volunteer, mentor, and board member, serving as president of the Hale Education Board in suburban Boston and as a guest lecturer at Babson College. Industry Accolades: • Financial Advisor News columnist • MMI Pioneer Award winner • MMI Chairman’s Award winner for Retirement Thought Leadership • Co-Chair MMI Technology & Digital Advice Community • Co-chair of InvestmentNews Future of Advice initiative • Next Chapter Advisory Council member • Chalice Financial Network Advisory Board member • LifeYield innovation awards recipient from InvestmentNews and MMI • U.S. Patent holder for advisory programsless