Jack Stuart is currently embarking on his third year at M3 Family Office, where he plays a pivotal role in supporting the firm's investment strategy, private equity services, and financial and estate planning initiatives for private equity clients. He is involved in the design and maintenance of asset allocation models, as well as overseeing investment operations and reporting. Furthermore, he coordinates with M3’s Vanguard direct indexing platform. Jack is also instrumental in facilitating estate planning strategies in collaboration with Vanillia and managing life insurance services.

Prior to his tenure at M3 Family Office, Jack completed internships at Union Park Capital and Cheever Partners. At Union Park Capital, he contributed to the sourcing and due diligence processes related to industrial technology investments across Europe. At Cheever Partners, a single-family office focused on private investments in Latin America, he further honed his skills in investment analysis.

Jack earned his Bachelor of Science degree in Finance, graduating cum laude from Bentley University. His academic focus was on Capital Markets, complemented by a minor in Computer Information Systems. He is currently pursuing the Certified Financial Planner (CFP®) certification to enhance his professional qualifications.