Jack Hounsell
Manager, Wealth Management
Jack Hounsell is a Manager of Trade Operations and Investment Management for Wiss Private Client Advisors. He began his career at an energy consulting firm before finding his way to Wiss Private Client Advisors in 2021. He is driven by a passion for portfolio construction and the many intricacies therein. His main responsibilities at Wiss Private Client Advisors include implementing and monitoring client portfolios, providing ongoing research to support the financial advisors, and writing market-related content for clients.
Wiss Private Client Advisors, LLC doing business as Wiss Family Office is a Registered Investment Advisor with the US Securities Exchange Commission. The firm only transacts business in states where it is properly notice-filed or is excluded or exempted from registration requirements. Wiss Family Office is primarily owned by Wiss & Co, LLP, a certified public accounting firm.
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.
