Meet the Team

SAX-600x600_Jack-Cassidy

Jack Cassidy

Director of Investment Strategy

Parsippany, NJ | 973.554.6043
jcassidy@saxwa.com

Education

  • Bachelor of Science in Economics and Minor in Finance, The College of New Jersey

Community

Jack is the Director of Investment Strategy at Sax Wealth Advisors. Jack’s responsibilities include managing portfolio asset allocation & rebalancing, structuring unique investment models, and overseeing all equity and fixed-income trading. Jack also conducts market research, monitors markets, and works with advisors to implement strategic investment strategies. Jack also sits on the firm’s Investment Policy Committee.

Jack is a graduate of The College of New Jersey, where he obtained his Bachelor of Science in Economics with a Minor in Finance.

On a personal note, Jack enjoys golf and weightlifting.

Awards & Honors