Jack Zinn AAMS®, AIF®

Jack Zinn AAMS®, AIF®

PIM Portfolio Manager, Senior Vice President-Investments

Phone: 207-776-6260
Fax: 207-775-2859

The best part of being a financial advisor over the past twenty years has no doubt been getting to know our clients and having a positive impact on their lives.”

With over 20 years of asset management experience, Jack's focus is in helping clients build and maintain investment portfolios that meet their objectives and tolerance for risk1.  Jack is one of a small percentage of Financial Advisors who have earned the PIM Portfolio Manager designation due to his experience as a Portfolio Manager.  In addition, Jack is an Accredited Asset Management Specialist, a designation earned through the College for Financial Planning.  As an Accredited Investment Fiduciary, Jack also works in a consultant role with corporate retirement plans in New England.

Outside the investment world, Jack is an avid sailor, cyclist and outdoorsman.  He volunteers in the Falmouth High School where his two boys are active in football and lacrosse.  He has been married to his wife, Jennifer, since 1994.

1Investors should consider the merits of Technical, Fundamental and Quantitative analysis when making investment decisions.  Technical analysis is based on the study of historical price movements and past trend patterns.  There is no assurance that these movements or trends can or will be duplicated in the future.

2Private Investment Management (PIM) is a discretionary program where the Financial Advisor is the portfolio manager.  PIM is offered to Financial Advisors with prior portfolio management experience and allows them to manage portfolios based on their own personal investment styles.  Asset allocation and securities selection are determined by the Financial Advisor in conjunction with client objectives.