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Jack is a native of Long Island, New York. He received his BS in Finance from Boston College in 1982 and MBA from Baruch College in 1988. He holds a Chartered Financial Analyst designation (1999). Jack started his investment career in New York, working for Metropolitan Life Insurance Company as an equity analyst until 1987, then moved to Smith Barney where he was an equity strategist until 1994. Jack served as Director of Research for Wachovia Securities in Charlotte prior to joining Todd Investment Advisors in 2002 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts, the CFA Institute, and a board member of the Kentucky Association for Corporate Growth.