Jack Sharry Email and Phone Number
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Jack Sharry personal email
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Jack has been an “influencer” long before Instagram and TikTok. Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive and effective, and firms thrive. Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. He contributes to numerous industry boards, publications, and organizations, where he advocates for practices and technology that advances:•Better investor outcomes through multi-account, household-level financial planning and wealth management.•Individual retirement security through tax-efficient decumulation planning, Social Security optimization, and annuities.•Wider access to financial advice through the convergence of wealth management and workplace benefits.Jack hosts one of the industry’s most popular B2B podcasts, WealthTech on Deck, attracting over 22,000 listeners and 50,000 downloads. He writes for Financial Advisor, Investment News, and Advisorpedia. And is the author of the book Authentic and Ethical Persuasion. Jack is an active volunteer, mentor, and board member, serving as president of the Hale Education Board in suburban Boston and as a guest lecturer at Babson College. Industry Accolades:• Financial Advisor News columnist• MMI Pioneer Award winner• MMI Chairman’s Award winner for Retirement Thought Leadership• Co-Chair MMI Technology & Digital Advice Community • Co-chair of InvestmentNews Future of Advice initiative• Next Chapter Advisory Council member• Chalice Financial Network Advisory Board member• LifeYield innovation awards recipient from InvestmentNews and MMI• U.S. Patent holder for advisory programsjsharry@seic.com https://seic.com/social
Sei
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Managing DirectorSei Dec 2024 - PresentOaks, Pa, Us
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Creator And HostWealthtech On Deck Feb 2021 - PresentWealthTech on Deck is for innovators, disruptors, builders, and executives who want to learn what the best and brightest are thinking and delivering in the wealth and asset management, insurance and annuity, and fintech spaces to improve productivity and financial outcomes for all. Join us each week as I talk with leaders who are building the wealthtech platforms of the future. Short, sweet, incisive, and valuable, you’ll want to subscribe now wherever you listen to podcasts.
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Executive Leadership Advisory Board MemberNext Chapter Mar 2022 - PresentFounded in 2020, Next Chapter is dedicated to the design and delivery of better retirement solutions for consumers, advisors, and advisory firms. 100+ executives from 60 companies work on the key retirement issues across the Executive Leadership Advisory Board, Advisory Council, and the Next Chapter Innovation program. -
Co-Chair, Digital Advice CommunityMoney Management Institute Oct 2000 - PresentNew York, Ny, UsMMI is an industry trade association focused on investment advisory solutions to which most of the leading asset and wealth managers, insurance companies, fintechs and platform providers belong. The MMI Digital Advice Community provides an education forum that helps advisors and firms deliver improved outcomes for investors. -
Guest LecturerBabson College Sep 2013 - PresentBabson Park, Ma, UsI engage with undergraduate and MBA students each semester using my book, Authentic & Ethical Persuasion as a textbook and the basis for dialogue. We explore: committed listening, compelling storytelling, and the imperative of always adding value. I share lessons learned over a four-decade career as a student and teacher of sales, marketing, leadership, networking and relationship development. -
President Of The Board Of DirectorsHale Education Mar 2019 - PresentWestwood, Ma, UsHale is a private non-profit serving thousands of children and families from 70 Greater Boston communities each year and invites visitors to enjoy 1,200+ acres of forests, ponds, and meadows in Westwood and Dover, MA. Just 5 miles from Boston, Hale is highly regarded for its camps, youth programs, family and community activities, school partnerships, and professional development opportunities. -
Evp, Chief Growth OfficerLifeyield Nov 2008 - Dec 2024Boston, Massachusetts, UsLifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms integrate LifeYield APIs with their proprietary platforms to automate multi-account asset location, tax harvesting, transitions, rebalancing, and retirement income optimization. LifeYield’s methodology increases advisor productivity and improves financial results for investors, advisors, and firms by 33%, according to an independent analysis by EY. -
Chairman, Board Of TrusteesBecket-Chimney Corners Ymca Camps May 2005 - Jul 2013Becket, Ma, UsBecket-Chimney Corners YMCA operates Camp Becket for Boys, Chimney Corners Camp for Girls, and the Berkshire Outdoor Center. An extensive, well-maintained facility on 1400 acres blends with more than 100 years of tradition and provides an exceptional camping experience. Generations of young people from all walks of life have spent their summers at these wonderful camps. -
Senior Vice PresidentThe Phoenix Companies Nov 2004 - Nov 2008Hartford, Ct, UsHeld a variety of positions including:Senior Vice President, Chief Marketing OfficerSenior Vice President, Annuity DistributionSenior Vice President, Alternative Retirement Solutions -
President, Private Client GroupPhoenix Investment Partners Nov 1995 - Nov 2004UsContributed to the build and buy of multiple boutique asset management firms. Went on to create the first wholesale distribution organization that represented multiple money managers in the retail investment marketplace. Oversaw sales, marketing, product development, key account management and operations. -
Managing Director, National Sales Manager, Broker/Dealer SalesPutnam Investments Dec 1992 - Nov 1995Boston, Massachusetts, UsHead of Broker/Dealer SalesHead of Retail Marketing -
1St Vice President, National Sales Manager, Insurance ServicesMorgan Stanley Sep 1985 - Dec 1992New York, Ny, UsField wholesaler covering the Northeast from September, 1985 to July,1988.National Sales Manager from July, 1988 to December, 1992 -
Regional ManagerThe Holden Group 1983 - 1985
Jack Sharry Skills
Jack Sharry Education Details
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University Of ConnecticutEnglish
Frequently Asked Questions about Jack Sharry
What company does Jack Sharry work for?
Jack Sharry works for Sei
What is Jack Sharry's role at the current company?
Jack Sharry's current role is Managing Director at SEI | WealthTech on Deck Podcast Host | Advancing the future of financial advice.
What is Jack Sharry's email address?
Jack Sharry's email address is ja****@****eld.com
What is Jack Sharry's direct phone number?
Jack Sharry's direct phone number is +161750*****
What schools did Jack Sharry attend?
Jack Sharry attended University Of Connecticut.
What skills is Jack Sharry known for?
Jack Sharry has skills like Investments, Mutual Funds, Retirement, Financial Services, Asset Management, Wealth Management, Financial Advisory, Strategic Financial Planning, Asset Allocation, Strategy, Portfolio Management, Series 7.
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