Meet the Team


Jack Cassidy

Portfolio Manager

Parsippany, NJ | 973.554.6043


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


Jack is a Portfolio Manager 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