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Jack Hounsell

Manager, Wealth Management

Jack Hounsell is a Manager of Trade Operations and Investment Management for Wiss Family Office. He began his career at an energy consulting firm before finding his way to Wiss in 2021. He is driven by a passion for portfolio construction and the many intricacies therein. His main responsibilities at Wiss include implementing and monitoring client portfolios, providing ongoing research to support the financial advisors, and writing market-related content for clients.

Education

BS – Finance
The College of New Jersey

MS – Finance
Drew University

Professional Affiliations

​​Certified Investment Management Analyst (CIMA®)

Beyond Wiss

Outside of work, Jack enjoys working out, a nice round of golf, and playing softball. He is an avid Mets fan and baseball stat nerd. Above all, he enjoys spending time with family, friends, and his long-time girlfriend, Hannah.

Fun Facts

Which book, movie, or podcast left a lasting impression on you?

 Investing Amid Low Expected Returns by Antti Ilmanen and Beyond Diversification by Sebastien Page are two books that have had a lasting impression on how I view investing and approach portfolio construction.