
Alma Guimarin, CIMA, CFP, CPWA, CEPA
Jack is a Financial Advisor with The Metro Bay Group at Morgan Stanley. As a Financial Advisor and Workplace Advisor - Equity Compensation, he focuses primarily on financial planning, asset allocation, equity compensation analysis, and alternative investments. In 2023, Jack obtained the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association. This designation allows him to provide a higher level of service in the everchanging and complex Alternative Investment space to our clients.
Jack joined the team in 2021 as an associate, where he was responsible for managing the team's stock plan operations and servicing client needs. In addition to the CAIA, he currently holds the Series 7, Series 66, and Life Accident & Health insurance license.
Prior to joining Morgan Stanley, Jack spent two years at Paul McCoy Family Office Services in Boston where he provided operational and financial strategy for ultra-high net worth clientele. Jack graduated from Boston College in 2019 with a bachelor's degree in Economics and Finance. At Boston College, he was President of the charitable club BC Hoops for Hope, played on the Club Baseball team, and was a member of the BC Investment Club.
Outside of work, Jack volunteers with Best Buddies of New York, and Big Brothers, Big Sisters of New York. He enjoys playing basketball and golf in his free time, as well as training in Brazilian Jiu-Jitsu.