Jack Stankoven, CIMA®

Portfolio Manager

Jack Stankoven conducts portfolio analyses and executes trades. Through manager research and due diligence, he helps to monitor and manage client investments. Jack also helps develop and implement strategies to meet client goals and recommending tactical decisions.

Before joining JJ Burns, Jack spent two years working at a boutique asset manager in Scottsdale, AZ. He collaborated with hundreds of financial advisors on implementation of a risk-management-based asset allocation program.

Jack holds a B.B.A. in Finance from the University of South Carolina’s Darla Moore School of Business in Columbia. He is a Certified Investment Management Analyst (CIMA®).

On the personal side

Jack resides in Manhattan and enjoys trying out all the great food spots NYC has to offer. Although happiest when he’s on a beach, Jack finds watching sports to be a decent alternate pastime.

What Jack brings to the table

Known to be quite proficient in the kitchen, Jack can chef up a mean steak basted in butter and aromatics. He’ll always serve a bottle of red, preferably a Cab or Malbec to go with the steak. For post dinner festivities, Jack prefers Scotch!

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Steven Mula, CFA®

Chief Investment Officer

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Anamika Madan, CFP®

Financial Planning Specialist

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili

Paraplanner

Danielle Moss

Client Service Associate