Jack

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Senior Associate | Relationship Manager at CAPTRUST|Indianapolis, Indiana, United States

Position:

Senior Associate | Relationship Manager at CAPTRUST

Location:

Indianapolis, Indiana, United States

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Last updated: 2026-08-17
Updated: 2026-08-17

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Work Experience 8 years

Senior Associate | Relationship Manager at CAPTRUST

Nov 2025 - Current

Associate Portfolio Strategist at Oxford Financial Group, Ltd.

Apr 2024 - Oct 2025

Investment Analyst at Winthrop Capital Management

Sep 2021 - Apr 2024

Advancement Manager at Conner Prairie

Nov 2020 - Sep 2021

Development Communications Specialist at Conner Prairie

Jul 2019 - Nov 2020

Digital Marketing Intern at Drum Corps International

May 2019 - Jul 2019

Marketing And Development Intern at Allied Solutions Center for the Performing Arts

Sep 2018 - May 2019

Jack started working in 2018, then the employee has changed 5 companies and 6 jobs. On average, Jack works for one company for 1 year 1 month.

Their professional focus is Adobe Creative Suite, Arts Administration, and Classical Music across 3 core areas.

Jack holds Certified Financial Planner (CFP), Securities Industry Essentials (SIE), and Series 65 certifications and has been awarded Dean’s List

Education

Certified Financial Planner, Financial Planning and Services at Boston University

Bachelor of Science, Cum Laude at Butler University

Jack Namesakes

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