Jack Nelson

Tactical Opportunities Analyst at Wharton Investment and Trading Group

Jack Nelson is an incoming Investment Banking Analyst at J.P. Morgan, specializing in the Financial Institutions Group, with prior experience as an Investment Banking Summer Analyst at Jefferies. Additional experience includes positions as a Real Estate Summer Analyst at A&E Real Estate and an Investment Banking Summer Analyst at Threadstone Advisors. Jack previously served as Head of Sales at ReThred Apparel LLC and as Head of East Coast Operations for SOAR - Save Our American Restaurant Workers. Other roles include a Summer Analyst position at PSQ CAPITAL, LLC. Jack is pursuing a Bachelor of Science degree in Finance and Real Estate from The Wharton School while participating in an International Exchange Program at Esade. Academic background includes attending Friends Seminary from September 2008 to May 2021.

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New York, United States

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Wharton Investment and Trading Group

The Wharton Investment and Trading Group (WITG, for short) is the premier undergraduate institution for professional preparation in finance-related careers. As the largest finance/education-oriented organization at Penn, our investment and development teams both teach the principles of value investing, trading, business analysis, and quantitative finance, between development sessions and active pitches/work under the supervision of team portfolio managers (PMs).