Jack joined Crestwood in 2026 and serves as a Client Service Associate on the Wealth Management Team.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and perform cashiering for clients.

Jack Graduated from Saint Michael’s College in 2025 with a major in Economics and minors in Statistics and Business Administration.

He currently resides in Marshfield. In his free time, he enjoys quality time with family and friends, baseball, golfing, and being active outdoors.