Jack Monahan
VP/Operations
Jack holds a Bachelor of Science in Finance and an MBA in Management Information Systems from Binghamton University, bringing an analytical and data-driven perspective to client service.
Prior to joining the firm, Jack gained valuable professional experience as a Data Analyst, where he developed the ability to interpret complex information and deliver clear, actionable insights — skills he now applies to supporting clients and their financial needs.
Jack is currently working towards his Series 65 license, reflecting his commitment to continued professional development and his dedication to serving clients with the highest standard of care.