JM

Jack M.

Executive Committee Member at Source & Summit

Jack M. is a seasoned financial professional with extensive experience in investment management and equity research. Currently serving as a Senior Investment Advisor and Deputy CIO at Promus Capital, LLC, Jack M. contributes to the stewardship of financial assets for families through strategic investment solutions. Additionally, Jack M. holds a position on the Executive Committee of Source & Summit and previously managed operations at Mendel Field, LLC, focusing on mission-driven investments. A long tenure at William Blair included roles as Portfolio Manager, Chair of the Firm Audit Committee, and Director of Equity Research on the Global Equity Team, overseeing a team responsible for international equity research. Jack M.'s career began in equity research at notable firms including Credit Suisse First Boston, Lehman Brothers, and Salomon Brothers after earning a BA in Economics from Villanova University.

Location

Libertyville, United States

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