About
Jack divides his time between creating solutions for clients as well as assisting with the curation of the Firm’s investment portfolios. The combination of roles provides context and depth of knowledge to help clients meet their goals via customized asset allocations. Jack lives in the Cleveland area and enjoys golf, running, and cooking in his free time.
Professional Designations
Certified Public Accountant (CPA)
Education
The Ohio State University
Bachelor of Science in Business Administration, Specializations in Accounting + Finance
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting