Jack is a Portfolio Analyst at GER LOFTIN who joined the team in June of 2021. Jack provides as an analyst and bolsters the firm’s investment committee and trading department. Jack also serves as a mentor for GER LOFTIN’s Internship Program with Forsyth County’s Work-Based Learning/Internship Program for High School Students in the Forsyth County School System.
Jack is a recent graduate from Sewanee: The University of the South, where he obtained a bachelor’s degree in Economics and led as a Captain for the varsity men’s tennis team. Prior to joining GER LOFTIN Jack served as an investment research analyst for a long/short Hedge Fund in Nashville, Tn. Jack works closely with mentors’ James Loftin and George Rall as he progresses in his career with GER LOFTIN. Jack has completed his SIE, Series 7 (held with LPL Financial), Series 66 (held with GerLoftin Wealth Advisors, LLC. and LPL Financial), and is currently studying for the CFA designation.
In his free time, Jack enjoys spending time with his family, reading books, playing tennis and fishing.