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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Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.