Jack holds a Bachelor of Business Administration from Wilfrid Laurier’s Lazaridis School of Business and Economics. During his studies, he worked as a Teaching Assistant, leading two weekly lecture sessions, and gained a variety of practical experience through several financial analyst roles completed as part of the Co-op program. Jack has continued his professional development by enrolling in the CFA Program, in which he has passed exam Levels I & II.

Prior to joining the firm, Jack began his full-time career in buy-side equity research with a focus on global equities. He initiated new coverage and assumed responsibility for existing coverage across the consumer, software, industrial, and energy sectors. His responsibilities included extensive financial modeling, valuation analysis, and pitching high-conviction investment ideas. Beginning his career on an investment desk immediately following graduation provided Jack with a strong foundation in analysis, forecasting, and valuation, skills he continues to develop and apply in his current role.