CONTACT:

EMAIL: JBREEN@PERFORMAUSA.COM

PHONE: (802) 735-0931

Jack is a SENIOR Investment Operations Analyst responsible for middle office trade processing and settlement coordination for all fixed income, equity, and asset allocation trades. He works closely with the Portfolio Management team to assist with portfolio analytics and is responsible for reviewing client reporting and deliverables. Prior to joining Performa in 2019, he was a Financial Services Representative at Baystate Financial.  Jack graduated from St. Lawrence University as a combined major in Mathematics & Economics. 

jack works out of performa’s burlington, vermont office.

SANDI PRESCOTT

HEAD OF CLIENT SERVICE

DAVID KILBORN, CFA®

CHIEF INVESTMENT OFFICER

WARREN MILLER

CLIENT RELATIONSHIP MANAGER