Jack Delaney is currently a portfolio manager for ESG Implementation at Aperio Group. Prior to that, they interned at D.A. Davidson Companies from June to August 2015. Their responsibilities there included reviewing macroeconomic trends and market movements with advisors, updating asset allocations for mutual and annuity funds, researching funds and investment strategies, and assisting advisors in preparing reports, reviewing holdings, and preparing for client meetings. Jack is extremely organized and detail-oriented, as evidenced by their ability to organize hundreds of funds in spreadsheets for analysis and review.
Jack Delaney has a Bachelor's Degree in Finance and Political Science from the University of Rhode Island.
Some of their coworkers include and Christine Sinicrope - Associate Portfolio Manager, ESG Implementation. Jack Delaney reports to Annie Tan, Manager of ESG Implementation.
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