Jack Gunn

Partner

Jack is affable but quietly competitive. His clients and colleagues know him to be a highly engaged and skilled portfolio strategist as well as an exceptionally thoughtful communicator. He is a Philadelphia native who studied accounting, finance and investing at Penn State University where he earned a BS in Business Administration. He then spent five years as a financial advisor at UBS Wealth Management. In 2004, he joined Veritable where he is a portfolio manager to clients on both the east and west coasts. Away from his desk, Jack is known as a fitness crazy-person who frequently organizes high-intensity, boot camp-style training classes in the Veritable gym (it is more of a dungeon than a gym). He and his wife have three young children and Jack, a nationally ranked collegiate rugby player, is hoping at least one of them will share his affinity for the scrum. For now, however, Jack and his wife Bernadette are happy to coach their kids in pee-wee soccer.

Jack Gunn

Partner

Jack is affable but quietly competitive. His clients and colleagues know him to be a highly engaged and skilled portfolio strategist as well as an exceptionally thoughtful communicator. He is a Philadelphia native who studied accounting, finance and investing at Penn State University where he earned a BS in Business Administration. He then spent five years as a financial advisor at UBS Wealth Management. In 2004, he joined Veritable where he is a portfolio manager to clients on both the east and west coasts. Away from his desk, Jack is known as a fitness crazy-person who frequently organizes high-intensity, boot camp-style training classes in the Veritable gym (it is more of a dungeon than a gym). He and his wife have three young children and Jack, a nationally ranked collegiate rugby player, is hoping at least one of them will share his affinity for the scrum. For now, however, Jack and his wife Bernadette are happy to coach their kids in pee-wee soccer.