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Jack LaLiberte

Manager, Investments

Jack divides his time between creating solutions for clients as well as assisting with the curation of the Firm’s investment portfolios.  The combination of roles provides context and depth of knowledge to help clients meet their goals via customized asset allocations.  Jack lives in the Cleveland area and enjoys golf, running and cooking in his free time.

Professional designations
Certified Public Accountant (CPA)
The Ohio State University - Bachelor of Science in Business Administration, Specializations in Accounting + Finance
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