PROFESSIONAL PROFILE
John J. (“Jack”) Grein III offers over 28 years of experience in the financial services industry, guiding individual and institutional investors through both calm and volatile markets. Jack advises clients on wealth accumulation, preservation and transfer through the creation of customized wealth management strategies. These strategies include portfolio development, liability management, tax minimization and asset protection with a specific emphasis on assuring a lifetime retirement income stream.
Jack’s mission is to enrich the lives of his clients through prudent financial advice, integrity and a commitment to understanding the financial and personal needs of his clients. Jack recognizes the importance of developing objective and independent financial strategies that best serve his clients’ needs. Jack builds enduring client relationships, allowing each client to receive the finest customized approach to investing. Furthermore, this relationship ensures that your portfolio evolves to facilitate both your current and long term goals.
Jack holds a Bachelors Degree from Cornell University and is a former Trustee of the Cornell Delta Phi Association. Jack supports the community by fund raising for St. Francis Preparatory School and serving as a Financial Advisor to educational and not for profit institutions. He also mentors student athletes and has judged at Speech and Debate tournaments for both Regis and Chaminade High Schools.
Jack and his wife Ana have been married for over 26 years; they reside on Long Island with their three children: Jack IV, Allison and Eric.