Jack Rose

Executive Director - Investments

Jack brings twenty-seven years of institutional financial services experience in research sales to his role as Executive Director – Investments.  Helping clients pursue and achieve their goals has been Jack’s driving inspiration.  This has been accomplished by working with the utmost integrity, compassion and desire to truly understand those things that are most important to his clients.

Prior to joining The Carey Group, Jack worked as a Managing Director at Guggenheim Securities where he was Head of West Coast Equities Distribution.  He also worked at Macquarie Capital, Lehman Brothers and Merrill Lynch in San Francisco and London.  After graduating from Bates College with a BA in Economics, Jack later attended The Anderson Graduate School of Management at UCLA where he earned his MBA in Finance.  He also holds Series 3, 7, 24 and 63 licenses.

Outside of the office, Jack lives with his wife and two children in Marin County.  He has been active with the Type 1 Diabetes community, is an avid golfer, a reasonable lead singer, finds travel transformational and hopes to one day be on a nationally televised game show.