Sax Wealth Advisors, LLC
Jack Cassidy is an experienced finance professional currently serving as a Portfolio Manager at Sax Wealth Advisors, LLC since October 2022. Prior to this role, Jack held the position of Card Technology Finance and Business Management Associate at JPMorgan Chase & Co. from March 2022 to October 2022. Jack has a solid foundation in wealth management, having worked as an Associate Wealth Advisor at Sax Wealth Advisors, LLC from June 2020 to March 2022. Additionally, Jack gained valuable experience as a Finance/Tax Intern at Sax LLP between January 2019 and June 2020. Jack holds a Bachelor of Science degree in Economics from The College of New Jersey, earned in 2020.
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