EVP, Chief Marketing Officer | lifeYield
Jack has been a financial industry innovator for nearly 30 years as an executive at Morgan Stanley, Putnam Investments and The Phoenix Companies serving as a senior leader in sales, marketing, product development and distribution strategy. While at Phoenix, Jack led a team that developed the first multi-manager wholesale distribution model for advisory platforms and the first income guarantee on an advisory program. Jack is Chairman of the Money Management Institute’s (MMI) Digitally Enhanced Advice Committee. He is the author of a series of research papers on Goals-based Wealth Management. Jack has been recognized as an MMI Pioneer, a select group of industry leaders and was awarded the 2013 MMI Chairman’s Award for retirement income thought leadership.
Jack has a B.A. from the University of Connecticut.