Jack Phelan

Investment Manager at Ardian

Jack Phelan has a diverse work experience in the investment banking and financial industry. In 2018, they started as an Employee at Leisure Sports and later participated in the Financial Modeling Program at Adventis. Jack then worked as a Private Equity Analyst Intern at Southern Alpha Equity Partners, LLC. In 2019, they had multiple positions, including a Technology Analyst role at Apollo Society and being a Virtual Insight Series Participant at Goldman Sachs. Jack also interned as an Equity Research Intern at Janney Montgomery Scott LLC. In 2020, Jack worked as an Investment Banking Summer Analyst at Deloitte. In 2021, they continued their investment banking career at Deloitte as an Investment Banking Analyst. Currently, they are an Investment Analyst at Ardian since 2022. Throughout their experience, Jack has taken on different roles and developed expertise in various sectors, including consumer discretionary and financial institutions.

Jack Phelan completed their education at the University of Georgia - Terry College of Business from 2017 to 2021, earning a Bachelor of Business Administration (BBA) degree with a focus on Finance. Prior to attending the university, they attended Westminster Schools of Augusta from 2013 to 2017, but their specific degree and field of study are not provided. Additionally, Jack has obtained several certifications including the Series 79, Series 63, and SIE, from FINRA in July 2021, April 2021, and March 2021, respectively.

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Timeline

  • Investment Manager

    January 1, 2024 - present

  • Investment Analyst

    June, 2022