Jack Dolan

Jack is responsible for custodian relationships and operational efficiency through technology and process enhancements. Prior to Summit Trail, Jack managed the New Accounts Team and co-managed the Client Service Operations Group at First Republic Private Wealth Management and JP Morgan. During his time there, he led multiple operational efficiency projects, technology rollouts and was a key member of the leadership team tasked with navigating the JP Morgan acquisition of First Republic. Jack currently lives in Stamford, CT with his fiancé.