Jack R.

Jack R. is a seasoned finance professional currently serving as a Portfolio Specialist and Investment Analyst at Marcum Wealth since June 2021. Responsibilities include conducting manager due diligence, sourcing investments, optimizing portfolios, trading client portfolios, and drafting research reports. Previous experience includes a Treasury Analyst role at OMNOVA Solutions, where cashflow forecasting and managing currency exposure risks were key tasks, and an internship at Fund That Flip, Inc., with a focus on investor communications and risk assessment. Jack R. also held positions at Sherwin-Williams in corporate finance, Cleveland State University as an office worker, and Pet Supplies Plus as a store worker. Jack R. earned a Bachelor of Business Administration in Finance from Cleveland State University in 2020.