Jack Witmer
Investment Banking Analyst - Leveraged Finance
- Role
- Associate Advisor at Ivy Wealth Partners
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
Experience
Associate Advisor
Apr 2025 — Present · Charlottesville, VA, US
Collaborated with senior advisors to tailor investment recommendations, enhancing client outcomes and developing a strong understanding of equity, fixed income, and alternative asset classes- Monitored macroeconomic indicators and market movements daily to inform investment decisions and client communications, developing a sense for market timing and risk assessment
Education
University of Virginia
Bachelor of Commerce - BCom, Finance, IT
UVA McIntire School of Commerce
Master of Science - MS, Global Business
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