Jack is responsible for managing bookkeeping and financial reporting for Willow Street client families, focusing on cash management, bill pay, and account reconciliations. He works closely with Relationship Managers to ensure our clients’ trust activity, no matter how unique or complex, is captured promptly and accurately, and distills their structures and investment data into actionable information.
Prior to joining Willow Street, Jack served as an Income Auditor at the Four Seasons Resort and Residences in Jackson Hole, where he refined his client service and financial management skills while working closely with distinguished guests. Previously, as a Tax Associate at Moss Adams LLP, he provided advisory services and prepared tax returns for clients including high-net-worth individuals, multinational corporations, and REITs.Jack is a licensed Certified Public Accountant (CPA).
Originally from San Francisco, California, he earned his BS in Economics and Accounting from the University of California, Santa Barbara. Outside of work, Jack enjoys snowboarding, playing golf, and serving as an umpire for the Jackson Hole Youth Baseball program.
