Jack B. Caldwell

, CFP®

Head of West Region for Business Development

Jack Caldwell has more than 25 years of investment, estate, retirement and financial planning experience. He works with affluent families, individuals, endowments, institutions and intermediaries.​

​Prior to joining the firm in 2004, Jack was with Mellon Private Wealth Management, where he was responsible for client relationship management; focusing on affluent individuals, families and foundations.​

​Prior to Mellon, Jack was with Scudder Investments and was responsible for institutional investment sales and client service of ERISA plans. He worked with institutions to create investment policies and investment manager selection for Defined Contribution Plans. Prior to joining Scudder, Jack was a Financial Planner with American Express Financial Advisors.​

​He earned a Bachelor of Science in management from the University of Southern New Hampshire and a Master of Business Administration in Finance from Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER™ professional and previously served on the Board of Directors for the San Francisco Estate Planning Council.​

​The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.