Jack Dolan has a robust professional background in finance and wealth management, beginning with a role as a Support Specialist and Registered Representative at Cetera Advisors LLC from April 2014 to April 2015. Following this, Jack served in various capacities at First Republic Private Wealth Management from January 2017 to February 2019, including Senior Associate, Associate Director, Senior Director, and Director. Currently, Jack holds the position of Vice President at Summit Trail Advisors since December 2024, and previously worked as a Senior Director at J.P. Morgan from June 2023 to July 2024. Jack earned a Bachelor of Science in Business Administration and Management from High Point University in 2014.
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