Jack, a native of Omaha, joined the Feltz WealthPLAN team at the end of 2014 to serve as the firm’s Chief Investment Officer (CIO). He spearheads the investment analysis and portfolio management areas for the Feltz Team.
Jack most recently spent three years as a portfolio manager and research analyst for a local independent trust company and, prior to that, spent four years working in corporate risk management and retirement account services for a national broker-dealer. Jack obtained a Master’s degree in Security Analysis and Portfolio Management from Creighton University and a Bachelor of Science degree from Colorado State University in Finance.
“Working with a group that is team-oriented and constantly striving to improve investment management services for clients is very fulfilling. The ability to directly influence the financial well-being of clients is most rewarding.”
Scope of Work and Greatest Satisfaction
Jack is responsible for managing the asset-allocation and security selection processes used in structuring investment portfolios. He works closely with the WealthPLAN advisors and clients to make sure that portfolios are designed to work towards the client objectives. He also provides insights and perspectives to financial market topics and events.
“Today’s financial markets can provide confusion, challenges and opportunities. Being able to navigate clients through the various ups and downs and acting with conviction when markets provide opportunities gives me great satisfaction.”
Jack is a member of the CFA® Society of Nebraska. He is also a mentor in the Big Brothers Big Sisters program of Nebraska. He and his wife, Maggie, have two children. He enjoys spending his free time reading, travelling and golfing.
- Chartered Financial Analyst (CFA®)
- Series 7*
- Series 63*
*Securities registrations held with Securities America.