Fundraising Fox

Jack Jolliffe

Investor

Senior Director at Whitman Peterson

New York, New York, United States

Find your path to Jack

165 people in our graph share verified history with Jack โ€” schools, employers, funds. One of them is your warm intro.

Lucas PinounlockedJack: together at UCLA (2018โ€“2019)
ร—2Jack: together at UCLA
ร—3Jack: together at Cherry Creek High School
ร—3Jack: together at TCU Neeley School of Business

About

Senior director overseeing the firm's student housing program and industrial platform, having joined in 2019 after starting at J.P. Morgan's Outsourced CIO group. Holds a BBA from Texas Christian University and is a CFA charterholder.

Experience

  1. Whitman PetersonSenior Directorcurrent2026 โ€” presentLos Angeles, California, United States
  2. Whitman PetersonDirector2023 โ€” 2025Los Angeles, California
  3. Whitman PetersonSenior Associate2022 โ€” 2023Los Angeles, California
  4. Whitman PetersonAssociate2019 โ€” 2021Los Angeles, California, United States
  5. J.P. MorganInvestment Analyst2016 โ€” 2019Greater Los Angeles Area
  6. Panther Capital GroupEquity Research Analyst2015 โ€” 2016Fort Worth, Texas
  7. William C. Conner Educational Investment FundEquity Research Analyst - Technology Sector2015 โ€” 2016Fort Worth, Texas
  8. J.P. MorganSummer Investment Analyst2015Denver, Colorado
  9. Q InvestmentsTrading Intern2014 โ€” 2015Fort Worth, Texas
  10. Southwest AirlinesOperational Performance Analytics Summer Analyst2014Dallas, Texas
  11. ADPBusiness Development Intern2013Denver, Colorado
  12. Saccomano AcademicsHigh School Math Tutor & Office Aide2011 โ€” 2012Denver, Colorado
  13. Mountain Pool ManagementLifeguard2009 โ€” 2012Denver, Colorado

Skills & more

PowerPoint21Microsoft Word16Microsoft Excel25Team Leadership8Microsoft Access3Microsoft Sharepoint3Microsoft Office9Public Speaking12SQLJavaTeamwork9Critical Thinking4
+12 moreOutcome focusedProblem SolvingFinal Cut ProAccessSharePointEvent PlanningTime ManagementLeadershipMicrosoft PowerPointResearchSocial MediaCustomer Service
  • CFA Institute Charterholder โ€” CFA Institute
  • Chartered Financial Analystยฎ (CFA) Charterholder โ€” CFA Institute
  • Passed CFA Level III โ€” CFA Institute
  • CFA Level II Exam โ€” CFA Institute
  • Series 63 โ€” FINRA
  • Series 7 โ€” FINRA
  • Passed CFA Level 1 โ€” CFA Institute
  • Microsoft PowerPoint Core Certification โ€” Microsoft
  • Microsoft Word Core Certification โ€” Microsoft
  • Microsoft Excel Expert Certification โ€” Microsoft

From Jack's professional profile.

Colleagues at Whitman Peterson

Frequently asked questions

Who is Jack Jolliffe?
Senior director overseeing the firm's student housing program and industrial platform, having joined in 2019 after starting at J.P. Morgan's Outsourced CIO group. Holds a BBA from Texas Christian University and is a CFA charterholder.
Where does Jack Jolliffe work?
Jack Jolliffe is Senior Director at Whitman Peterson.
Where did Jack Jolliffe go to school?
Jack Jolliffe studied at TCU Neeley School of Business (Bachelor of Business Administration (B.B.A.), Finance (Mathematics and Accounting double minor)); UCLA (Coursework, Argus and Spreadsheet Programs for Commercial Real Estate Analysis); Cherry Creek High School.

Same school

Shared employers