Jack has been in finance for over 23 years, including working at Merrill Lynch’s original high net worth office in New York City, running a family office, managing a hedge fund, and serving as the managing partner of a securities litigation consulting firm.
Jack has bachelors degrees in economics and philosophy from Elon College, and a masters in economics from The New School for Social Research (as well as Ph.D. level coursework).
Jack also holds the Certified Regulatory and Compliance Professional designation from FINRA/Wharton and the Series 65 Investment Advisors license.
Prior to Bantam, Ronak had 8+ years of investment industry experience at large institutional investment managers – BlackRock and Lazard. He’s held multiple roles across global and US equity research, investment operations, and data analytics.
Ronak holds a BBA in Finance & Investments from CUNY Macaulay Honors College at Baruch College in New York City where he received a full four-year scholarship. He is also a graduate of the Bronx High School of Science.
Ronak will sit for his Level III CFA exam in June.