Jack Sondag

Jack is an integral part of our West Coast presence focused on our Charles Schwab relationship. His communication style is at the core of building and managing strategic partnerships. Jack delivers a diverse and unique skill set given his expertise in strategic communications, marketing, and technology.  

Before joining our firm full-time, Jack served as an intern where he contributed significantly to our marketing strategies, including the successful redesign of our website. In addition to his engagement with Charles Schwab, Jack also oversees our partnerships with cutting-edge technology platforms that enhance our clients' experience. He remains committed to ensuring our firm remains at the forefront of technological advancements in the ever-changing landscape of the financial industry.

Jack graduated Cum Laude with a Bachelor of Science degree in psychology from Santa Clara University, a Jesuit institution in the Bay Area. He also pursued studies at the Retail Management Institute, where he earned a minor in retail studies and marketing. As part of his academic journey, Jack spent a semester at the University of Cape Town in South Africa, delving into the fields of marketing and organizational psychology.

Beyond his professional pursuits, Jack finds solace in nature, often engaging in outdoor activities such as hiking, sailing, and skiing. Jack is an award-winning photographer who continues to pursue this passion in his free time. He is currently exploring his interest in music, learning to play the guitar, and taking up surfing. Based at our headquarters in Sausalito, California, Jack resides in San Francisco, allowing him to stay closely connected to our local community.