Apma®️ Jack Mazzera

Jack Mazzera, APMA, is an Associate Portfolio Manager at Empirical Wealth Management, where responsibilities include designing and maintaining customized investment portfolios for clients, managing 20 client relationships valued at $60MM. Prior to this role, Jack served as an Investment Specialist at Private Ocean Wealth Management, where tasks included preparing daily reports and managing account configurations. Experience also includes positions as an Accountant at To Glow, LLC, an Associate at First Republic Private Wealth Management, an intern in Business Development at Morgan Stanley, and an Account Executive intern at Chosen Payments. Jack holds a Bachelor of Business Administration with an emphasis on Finance and Decision Science from San Francisco State University and has engaged in extensive practical experience within financial services and wealth management.