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        John Robert Serhant Jr

        Client Relationship Manager

        John Robert Serhant Jr profile picture

        Experience

        15 Yrs

        Jack is a Vice President, Senior Relationship Manager within State Street Investment Management's Institutional Client Group responsible for managing institutional corporate and non profit clients.

        Prior to joining the Institutional Client Group in 2018, Jack was a Portfolio Manager within the firm's Investment Solutions Group dedicated to Charitable Asset Management clients. During his 8 years in the role, he was responsible for assisting clients in the development of asset allocation and investment strategies for their planned giving and endowment portfolios.

        Jack earned a BA in Business Administration from Austin College in Sherman, TX and a Masters in Banking and Financial Services Management from Boston University. He holds the NFA Series 3 and the FINRA Series 7 and 63 licenses.

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