Jack Lupica
Retirement Plan Consultant at the Retirement and Investment Solutions Practice of CBIZ
- Role
- Retirement Plan Consultant at CBIZ
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Jack Lupica
Jack serves as Retirement Plan Consultant at the Retirement & Investment Solutions practice of CBIZ, Inc, working primarily with institutional retirement plans. Through macroeconomic research efforts, Jack supports the investment team by providing data-driven analyses to shape investment strategies. He implements our proprietary investment due diligence and reporting process to monitor investment options. Jack provides analytical support related to investment selection and investment monitoring. In support of facilitating the role of a trusted advisor, he provides advisory services to our clients. Jack is a 2014 graduate of St. Ignatius High School, and a 2018 graduate of John Carroll University, graduating with a major in Theology and Religious Studies/Philosophy and a minor in Political Science. A 2019 graduate of John Carroll’s MBA program with a concentration in Finance, Jack now works in the financial sector with a focus and passion on working with mission-driven organizations. Jack is involved in a number of volunteering engagements including serving on the Board of the Catholic Community Foundation, St. Ignatius Young Alumni Council, Jesuit Retreat Center Finance Committee, and Cornerstone of Hope Young Professional Board. Jack is also the National Chair for the CBIZ Emerging Professionals (CEP). Jack is also the fellowship recipient for the 20••••22 Richard W. Pogue Fellowship Program through the Cleveland Committee on Foreign Relations (CCFR) which is organized under the Cleveland Council on World Affairs (CCWA).
Experience
Retirement Plan Consultant
Apr 2023 — Present · Cleveland, OH, US
The Retirement & Investment Solutions practice of CBIZ, Inc. provides a broad range of investment advisory, actuarial, and administration services to thousands of institutional and private clients.
Education
John Carroll University
Business, Theology/Theological Studies, and Philosophy
2014 — 2018
John Carroll University
Master of Business Administration - MBA, Business, Finance
2018 — 2019
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