More than 30 years investment and consulting experience. Prior to joining Clearbrook Investment Consulting in 2008, Jack served as a Vice President at Morgan Stanley as a consultant in their Global Wealth Management Group. During his thirty year career, he has served as the key relationship manager for a number of Fortune 500 companies along with numerous public funds and not for profit organizations at JP Morgan Chase. He has also held senior executive institutional sales positions at State Street and Bank of America. Jack received his BA in Economics from the University of New England and his MBA from Fordham University. He also holds Series 7, 31 and 66 securities licenses.