Jack provides comprehensive relationship management support, overseeing all aspects from onboarding to cash management services. As a relationship manager, Jack works with clients to develop personalized wealth investment strategies tailored to meet their unique needs. He also conducts research on alternative investments and is an active member of the Beaumont Investment Committee.Jack began his career in an operational support role within Fidelity Investments' Digital Asset business before transitioning into sales at S&P Global. At S&P Global, Jack initially supported representatives selling their Capital IQ desktop research solution and quickly advanced to selling S&P's private credit software solution and portfolio monitoring tool. Jack holds a BA in Economics from Trinity College and the FINRA Series 65 securities license.