Jack joined TriCord Advisors, Inc. in June 2025 as a Client Service Administrator. He supports client onboarding and account maintenance, working closely with the advisor team to ensure a smooth and detail-oriented client experience.
A native of Riverside, California, Jack enjoys staying active through fitness, playing golf, and spending time outdoors. He also has a strong interest in history and enjoys continually learning about the past.
Prior to joining TriCord Advisors, Jack worked in operations management, where he built a strong foundation in organizational strategy and client service. He earned his MBA in Finance from the University of California, Riverside, after completing dual bachelor’s degrees in Political Science and Legal Studies at University of California, Santa Cruz.