- Managing Director
Jack joined Sendero® in 2024 with over three decades of industry experience. Prior to joining Sendero®, he held various leadership positions focused on driving client success, shaping investment policy, guiding portfolio management teams, and spearheading business development initiatives.
Jack has a proven track record of leadership and strategic growth, having successfully restructured and led a client portfolio management team. From 2010 to 2024, he implemented a client-focused approach that contributed to an average annual capital raise of $5 billion, supporting his previous firm’s growth from $50 billion to a peak of $140 billion in assets under management. He has secured substantial institutional mandates across the US, UK, Middle East, Asia Pacific, and Canada and led a targeted initiative that successfully raised over $10 billion in global equity assets in Australia.
As Managing Director at Sendero®, Jack is a valued leader at the firm. He plays an integral role in developing business strategies to help move the firm forward and lead clients to success. Jack is skilled at building genuine relationships and earning the trust of those with whom he interacts. Always thoughtful and strategic, his insights are valuable to the team, and he is focused on prioritizing the clients’ best interests.
Jack graduated with honors from the United States Military Academy at West Point with a Bachelor of Science in Engineering Management. He continued his education at Duke University, graduating with a Master of Business Administration. Jack is a Certified Financial Analyst® charterholder and Chartered Alternative Investment AnalystSM. He holds multiple industry licenses and is a Veteran of the United States Army, serving as a Platoon Leader in the first Gulf War.
Experience & History
- Managing Director, Sendero®
- Partner and Managing Director, Harris Associates | Oakmark Funds
- Institutional Sales and Marketing Executive, Research Affiliates, LLC
- Partner and Senior Investment Consultant, Stratford Advisory Group
- Consultant, Wilshire Associates Inc.
- United States Army Veteran – Platoon Leader/Battery Executive Officer, United States Army
- Master of Business Administration, Finance – Duke University
- Bachelor of Science, Honors Graduate, Engineering Management – United States Military Academy
- United States Army Veteran – Platoon Leader/Battery Executive Officer, United States Army
- Series 6, 7, 24, and 63 Licenses
- CFA charterholder
- CAIA charterholder