Jack H. Stallman | Analyst

 
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Focus Area: Equities and Fixed Income

Education: Trinity College

Jack joined WhaleRock as a Research Analyst focusing on Equity and Fixed Income research and analysis. In 2017 we hired Jack at WhaleRock to work on several projects which he completed with aplomb utilizing his skills with Bloomberg and Morningstar and mastery of Excel. After concluding two tours with WhaleRock as an undergraduate, we were thrilled he joined WhaleRock full-time as he plays an important role on our Investment Team. Subsequently, his double major in Engineering and Physics at Trinity College have proved invaluable to the modeling and analytical work he has been performing daily. Jack will be working closely with our Portfolio Managers, Portfolio Strategist, and Chief Investment Officer.

Jack holds his Series 65 with FINRA and has passed Level I of the CFA Program in August 2019. He is currently a CFA Level II Candidate and will sit for the exam in June 2020. While earning his degrees with honors, Jack played attack on the Men’s Varsity Lacrosse Team at Trinity College. He currently resides in Barrington, RI.