Jack San Filippo is an experienced financial services professional currently working at Fortis Lux Financial, where a focus is placed on wealth management solutions for affluent clients. Previous roles include serving as a financial advisor at Northwestern Mutual, a senior trader at Xanthus Capital Management, and a portfolio manager at both FNY Capital Management and G-2 Trading. Jack has extensive experience in financial planning, asset protection, portfolio management, and risk analysis. Jack earned a Bachelor’s degree in Business/Commerce from The College of New Jersey. Jack holds licenses to sell insurance in multiple states and is authorized to trade securities across various jurisdictions.
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